Certified Public Accountants
Katherine Leonard, CPA, CFP®, is the founder of KCL Wealth Management, a fee-only financial advisory firm serving individuals and families in Newport Beach and Corona del Mar. Katherine holds both a CPA and CFP®, a rare combination that means tax strategy and investment management are handled by one advisor instead of two who don't work together. She works primarily with clients navigating a major transition: an inheritance, a divorce, the death of a spouse, or the sale of a business.