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Lindsay Leonard, TEP

Private Professional Fiduciary
Santa Barbara, California, United States
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Lindsay Leonard, TEP

Private Professional Fiduciary
Santa Barbara, California, United States
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Lindsay Leonard, a licensed professional fiduciary with over 12 years of experience, is a driven and results-oriented individual with a comprehensive understanding of sophisticated estate, financial, and tax planning strategies. Her background includes a Bachelor of Science degree in Biological Sciences from UC Santa Barbara, as well as further studies at California State University, Fullerton and Women's Economic Ventures.

Lindsay is the CEO and Founder of Santa Barbara Fiduciary, a role in which she has continued to demonstrate her exceptional skills in trust and fiduciary management. She is a former Board Member at The Gretler Foundation, as well as a former Research Analyst at Dunvegan Associates and Junior Research Analyst at West Coast Asset Management. Lindsay also worked as a Research Assistant at Genitope and Research Intern at IntegriGen, developing her analytical skills in the field.

Throughout her career, Lindsay has shown her dedication and expertise by consistently providing high-quality services to her clients. She has an unwavering commitment to her clients, and her results-oriented approach is effective in achieving her client's goals.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
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