About
NEWPORT BEACH, CALIFORNIA
Katherine Leonard
CPA · CFP® · Financial Advisor · Wealth Planner
"Most advisors manage one piece of your financial plan. I manage all of it, your taxes, investments, and financial plan, ensuring nothing falls through the cracks or gets left on the table."
BACKGROUND
PricewaterhouseCoopers
Ultra High Net-Worth Tax & Private Client Services
CREDENTIALS
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™
EDUCATION
B.S. Accountancy
University of San Diego
WHY I’M DIFFERENT
Most high earners in California have a financial advisor and a CPA. They rarely talk to each other. Investments are made without considering the tax impact. Tax returns are filed without a strategy behind them.
I hold both designations, which means your investments, your tax plan, and your financial goals live inside one framework, not three separate conversations with separate professionals.
"The highest-earning clients I've worked with weren't paying too much in taxes because they lacked good advisors. They were paying too much because those advisors didn't communicate."
EXPERIENCE
I’ve spent a decade serving ultra-high-net-worth clients first at PwC and later at Aspiriant’s exclusive family office where I saw firsthand what coordinated financial planning looks like and what it can accomplish.
I grew up in Newport Beach and returned here to build a practice focused on the kind of client I know best: high-earning professionals and business owners who want real answers, not generic advice.
I'm an active member of the Newport Beach Chamber of Commerce and rooted in this community in the same way my clients are. I understand what it means to build a life here, and what it takes to protect it financially.
Outside of work, you'll find me at Pilates, walking around CdM with my dog, or at the beach with a good book.
PHILOSOPHY
In high-tax states like California, your tax return is one of the most important financial documents you have. Most people treat it as a report card. I treat it as a starting point to optimize your full financial picture.
Proactive tax strategy, investment management, and financial planning are not separate services. They are one system. When they work together, clients keep more of what they earn and have a clear picture of where they stand and where they're going.
Ready to bring your finances into focus?
If you’re struggling to navigate the complexity of your financial life, let’s talk.