With a decade of experience serving ultra high net-worth individuals at PricewaterhouseCoopers and then a leading multi-family office (RIA), Katherine Leonard, CPA, CFP®, brings the technical expertise of a tax strategist and the perspective of a wealth planner.

Katherine’s philosophy is simple: in today’s financial environment, especially in high tax states like California, your tax return is the foundation of your financial success. Through return preparation, she delivers not just compliance but analysis and guidance on proactive tax and financial strategies to help clients increase savings and reach their goals faster.

She provides tailored tax preparation, financial planning, and consulting with the same white glove service you’d expect from your attorney or private banker. Her mission is to help high net-worth individuals cut through financial overwhelm, make confident decisions, and create freedom through clarity.

When she’s not working with clients, Katherine can be found at Pilates, walking her dog in Corona del Mar, or reading a book at the beach.