Karl Leonard  Hicks,  CFP<sup>&reg;</sup> - Financial Advisor

Karl Leonard Hicks, CFP®

AEP®, MBA

Financial Planner

The Leonard Financial Group, LLC

6820 Indiana Ave, Ste 230
Riverside, CA 92506
FINANCIAL ADVISOR'S WEBSITE
(951) 781-7320 CONNECT WITH Karl Leonard
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General

Karl Leonard Hicks is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Leonard Financial Group, LLC in Riverside, CA and the surrounding communities.

Financial Advisor Overview

Karl Leonard Hicks, CFP®/MBA is the Founder of The Leonard Financial Group, LLC a personal financial wealth management firm. Through his work with individuals and families, Mr. Hicks advocates for increased financial literacy across the board for everyone. Research shows that the financially literate persons are more likely to plan for retirement. Around the world, financial literacy is critical to higher rates of financial security and lifetime financial success.

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Financial Advisor Experience

Mr. Hicks has worked in the financial services profession for over 30 years, helping clients make smart choices about their money.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Estate Planning, Investment Management, Irregular Income, Insurance, Personal Taxes

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Helpful Financial Planning Resources