Why is the Fiduciary Standard best for you?
Your Needs • Your Goals • Your Dreams.
Jeff Leonard is a Certified Financial Planner™ Professional and a Fiduciary for his clients.
Financial Success starts with a Plan.
You are Unique. Your financial plan needs to be Unique.
Together, we build a financial plan Unique to you.
Watch the video to learn more.
Smart Planning, Forward Thinking
Financial Planning
Define Your Needs, Goals and Dreams
Organize / Prioritize Your Finances
Build Financial Roadmap to Achieve Goals
Wealth Protection
Strategies to Protect Your Wealth,
Reduce or Eliminate Taxes and
Ensure efficient estate transfer to beneficiaries.
How much Risk of Loss do you have in your Investment Portfolio?
Our Team
Leonard Financial Group is a team of experienced professionals committed to the highest standard of service.
We're here to help you plan for financial success.
Jeffrey Leonard, CFP®
Jeffrey M. Leonard, CFP®, Managing Principal
Jeff is the founder and Managing Principal of Leonard Financial Group, a Registered Investment Advisor firm providing fiduciary financial planning services for east and central Florida. As a fiduciary for his clients, Jeff is required to act in the best interest of his clients at all times.
Jeff graduated from the University of Texas at Dallas with a Bachelor of Science degree in Computer Science and Math minor. He is a Certified Financial Planner™, a Registered Financial Consultant© with the International Association of Registered Financial Consultants, and an Investment Advisor Representative. He is also a member in good standing with the National Ethics Association.
Jeff and his wife, Julie, have been married since 1990 and are the proud parents of two children, Hope and James. Jeff is active in the community having served as coach, treasurer and president of the Space Coast United Soccer Club since 2003 and a parishioner of Ascension Catholic Church in Melbourne. He and Julie believe in giving to the community and have happily sponsored and donated to many local charities.
Julie G. Leonard
Julie G. Leonard, Principal and V.P. of Operations
Julie has more than 20 years of experience working in the life and health care industry. Her primary responsibility is to manage the day-to-day business operation and ensure the practice is in full compliance with all laws and regulations.
Julie’s career took her from Southern California to Boise, Idaho where she took a position with John Alden Life Insurance Company in 1986. She quickly advanced in and transferred to the home office in Miami, FL. Where she managed a staff of business experts who specialized in managed care.
Julie and Jeff Leonard have been married since 1990 and are the proud parents of two children, Hope and James. Her free time is devoted to volunteering, traveling, playing tennis, and enjoying the outdoors. In addition, the family is an active part of the Ascension Catholic Church.
Jenna L. Zimmerman
Jenna L. Zimmerman, Director of Client Experience