Sign In
Get Clay Free →

Suggestions

    Zak Leedom, CFP®

    Private Wealth Advisor at WealthSource Partners, LLC

    Zak Leedom is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Private Wealth Advisor at WealthSource Partners, LLC. He specializes in providing financial planning services tailored to corporate executives and high-net-worth individuals. His expertise encompasses various aspects of wealth management, including retirement planning and investment strategies.

    Professional Background

    • Current Position: Private Wealth Advisor at WealthSource Partners, LLC.
    • Specialization: Focuses on financial planning for corporate executives and affluent clients.

    Education

    Zak Leedom holds a degree from West Virginia University, which has contributed to his foundational knowledge in finance and wealth management.

    Online Presence

    He is active on LinkedIn, where he shares insights related to financial planning and investment strategies. His LinkedIn profile can be found under the username zakleedomfa.

    Related Questions

    What specific services does Zak Leedom offer at WealthSource Partners, LLC?
    How long has Zak Leedom been working at WealthSource Partners, LLC?
    What is Zak Leedom's educational background?
    What are some client testimonials for Zak Leedom?
    How can I contact Zak Leedom directly?
    Zak Leedom, CFP®
    Zak Leedom, CFP®, photo 1
    Zak Leedom, CFP®, photo 2
    Get intro to Zak
    Add to my network

    Location

    Los Angeles, California, United States