I help people plan for retirement and get their portfolios into shape.
Website: lealfp.com
Phone: (408) 679-3354
Cross Streets: Near the intersection of E Hamilton Ave and Creekside Way
900 E Hamilton Ave, Ste 100 Campbell, CA 95008 2112.57 mi
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5.0 4 reviews
I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to... More
I honestly couldn't be happier with my time consulting with Karl over my finances. He's been the first financial advisor to help me navigate the world of 401Ks and investments and boy am I glad... More
It took me a long time to find the right person but it was well worth the wait. If you are looking for a knowledgeable, trust worthy, fee-based, financial adviser, look no further. Karl (Leal... More
I've worked with Karl Leal since I semi-retired 6 years ago, and since then, he has helped me flawlessly plan for a successful full retirement. I couldn't have asked for a better financial planner... More
