Leah Willey, CFP<sup>&reg;</sup> - Financial Advisor

Leah Willey, CFP®

Sound View Wealth Advisors

1 Skidaway Village Walk, Ste 201
Savannah, GA 31411-2906
(912) 438-6462 CONNECT WITH Leah
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General

Leah Willey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sound View Wealth Advisors in Savannah, GA and the surrounding communities.

Financial Advisor Overview

I have been in the industry since 2021 after receiving my degree in Personal Financial Planning from Western Kentucky University. I am a CERTIFIED FINANCIAL PLANNER® whose main focus is to help clients understand their finances and create a plan so they can not only live the life they desire in retirement, but now as well. I spend a lot of time getting to know my clients in order to understand their goals to create detailed, customized financial plans that incorporate all aspects of their lives. This plan then serves as a roadmap to build out customized investment strategies that help protect and preserve their wealth. I enjoy working with clients in all stages, but I currently work closely with young professionals & families.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Government & Military, Getting Married, Job Loss, Life Planning, Retirement, Starting a Family, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources