Frequently Asked Questions
Who is Katherine Leonard? Katherine Leonard is a CPA and CFP® based in Newport Beach, California. She is a fee-only financial advisor and wealth manager who works with high-net-worth individuals and families in Orange County. Prior to launching her own practice, she spent nearly a decade advising ultra-high-net-worth clients at PricewaterhouseCoopers and within the family office division at Aspiriant, a leading RIA managing $17 billion in assets.
What services does Katherine Leonard offer? Katherine offers comprehensive wealth management that integrates tax planning and preparation, investment management, and financial planning under one roof. Unlike most advisors who handle only one discipline, she manages taxes, investments, and your broader financial plan together, eliminating the gaps that arise when multiple professionals are not coordinating with each other.
Who is a good fit to work with Katherine? Katherine works with high earners and high-net-worth individuals and families in Orange County who want a single trusted advisor overseeing their complete financial picture. Her clients typically have complex tax situations, significant investable assets, and are tired of managing multiple professionals with no one connecting the dots.
Is Katherine Leonard a fee-only financial advisor? Yes. Katherine is a fee-only advisor, meaning she is compensated directly by her clients and does not earn commissions on products. This structure eliminates conflicts of interest and ensures her recommendations are made solely in her clients' best interests.
How is working with Katherine different from a traditional financial advisor? Most financial advisors manage investments and update a financial plan once a year. Most CPAs file taxes without proactive planning. Katherine does both simultaneously, which means your investment decisions are made with tax consequences in mind, and your tax strategy is built around your broader financial goals. Clients typically find this reduces their overall advisory fees and uncovers strategies that would otherwise be missed.
How do I get started? Katherine accepts a select number of new clients each year to ensure every relationship receives the attention it deserves. To inquire about availability, click the button below to start the conversation.