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Wealth Management AdvisorBREA PLACE145 SOUTH STATE COLLEGE BLVD
Leon Laub, CFP®, CIMA® is a Wealth Management Advisor in the Brea, CA office of Merrill Lynch. Leon joined Merrill Lynch in 2009. In May 2015, Leon proudly celebrates his 27th year anniversary in the financial services industry. Leon earned his BA in Spanish (Leon speaks fluent English and Spanish) in 1980 and his MBA from the USC Marshall School of Business in 1990. Leon maintains his ties to USC through the Cardinal and Gold Scholarship Program and he participates in mentorship programs for student athletes and spanish speaking students. In 2001, Leon received the Certified Investment Management Analyst® designation (CIMA®) awarded by the Investment Management Consultants Association, taught in conjunction with the Wharton School of Business at the University of Pennsylvania. Leon earned the CERTIFIED FINANCIAL PLANNERTM certification in 2012.Leon helps clients achieve their financial objectives through a disciplined investment management process. His goal is to always provide the best service and advice to investors. He helps clients determine the most suitable investment strategies in order to satisfy their needs while carefully monitoring their exposure to risk. He often works with clients’ attorneys and CPAs in the creation and execution of their investment, retirement and estate plans. He is currently a volunteer coach for a local running group. He enjoys spending time with his wife, his 2 adult children and 2 grandsons. *Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S. *Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
Leon Laub is registered to do business in : CA, ID, NC, NV, NY, WA
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