About Katherine

Katherine Leonard, CPA, CFP® is a Newport Beach tax strategist and financial planner who helps high-net-worth individuals and business owners simplify their finances and minimize taxes. With a decade of experience serving ultra-high-net-worth clients at PricewaterhouseCoopers (PwC) and a leading multi-family office, Katherine combines the technical expertise of a CPA with the holistic perspective of a wealth planner.

Katherine believes that in a high-tax state like California, your tax return is the foundation of financial success. Her approach goes beyond compliance, offering strategy and insight to help clients reduce taxes, build wealth, and achieve their goals with clarity.

She offers personalized tax preparation, financial planning, and consulting services with the same white-glove attention you expect from a private banker or attorney. Her mission is to help high-income professionals, investors, and entrepreneurs cut through financial overwhelm and minimize their tax liability.

Katherine was raised in Newport Beach and is an active member of the Newport Beach Chamber of Commerce. She is a graduate of the University of San Diego, where she earned her Bachelor’s degree in Accountancy and was a member of Alpha Phi sorority. She apart of the National Charity League Newport Beach chapter, reflecting her long-standing commitment to community and service.

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