Leland Gross, CFP<sup>&reg;</sup> - Financial Advisor

Leland Gross, CFP®

EA

Financial Planner

Peacelink Financial Planning LLC

249 Central Park AVE, Ste 300-64
Virginia Beach, VA 23462-3271
FINANCIAL ADVISOR'S WEBSITE
(757) 504-2765 CONNECT WITH Leland
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General

Leland Gross is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Peacelink Financial Planning LLC in Virginia Beach, VA and the surrounding communities.

Financial Advisor Overview

I provide financial planning for REALTORS® and self-employed professionals. I am passionate about helping individuals and families foster an abundance mindset and confidence around their life goals through financial planning. I founded PeaceLink Financial Planning LLC to make a real difference in people’s lives. Through a focus on the financial planning process and building relationships, I am able to truly understand my clients and what they desire in life. This allows me to tailor advice in a way to maximize the resources at their disposal and help them develop the life that they long for.

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Financial Advisor Experience

I started my career at VALIC Financial Advisors Inc, where I worked for 6 years serving individuals and families that worked in the public sector. I left there to start PeaceLink Financial Planning LLC, an independent Registered Investment Advisor, offering fee-only, comprehensive Financial Planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Virginia
  • Health/disability insurance: Virginia

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources