Andrew Leicht is a CERTIFIED FINANCIAL PLANNERTM professional and the founder of Leicht Financial Planning and Wealth Management. He brings more than 19 years of experience to individuals, families and business owners seeking a personalized approach to pursuing or maintaining financial independence that places client interests first.
In 2014, Andrew chose to partner with LPL Financial to provide his clients with a broader range of technology and services, and access to a full universe of non-proprietary financial and investment strategies.
He established his financial planning practice while affiliated with Ameriprise Financial in 1997.
He earned both his CFP® certification and ChFC® designation from The American College, and a B.S. in accounting from the University of South Carolina.
He enjoys spending quality time with family and friends believes that is an important aspect of maintaining balance in life. He also likes reading, physical fitness activities, and travel. Over the years he has traveled broadly within the U.S. and Europe, and has enjoyed trips to Iceland, Costa Rica, and Munich, Germany during Oktoberfest. He hiked the Inca Trail to Machu Picchu, Peru and hiked to the summit of California’s Mount Whitney, the tallest mountain in the lower 48 states.
Areas of Focus:
- Financial planning
- Retirement planning strategies
- Domestic partner planning
- Education planning
- Charitable giving
- Small business planning
- Estate planning strategies
- Employee stock options