Welcome to Financial Dynamics LLC

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We are  an independent financial planning firm, offering services throughout Southern California.  CEO and Senior Consultant, Rob Leanza, RFC, CFP, has been providing comprehensive consulting services to businesses and individuals since 1981 and leads a team of niche service providers and researchers who collectively contribute to the Financial Dynamics of each client's financial plan.

 

 

 


Our Mission

To provide truly unbiased financial planning advice by:

  1. As independent financial planning consultants, we work directly for our clients and no one else.

  2. Maintain NO product selling quotas or sales pressure relationships with investment or insurance companies.

  3. NO proprietary investment products or affiliations with any investment banking firms!  

  4. When asked by the client to assist with financial product considerations, we represent an INDEPENDENT investment and insurance broker-dealer that provides financial products, from numerous independent sources, that are in the client's best interest.

We currently have individuals licensed to offer securities in the states of California, Colorado, Connecticut, Florida, Georgia, Massachusetts, Nevada, South Carolina, Virginia and Washington.  We currently have individuals licensed to offer investment advisory services in the state of California.  This is not an offer to sell securities or provide investment advice in any other state or jurisdiction.

 

      

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC.
Investment Advisory Services, including fee-based asset management
accounts held through NFS, LLC, are offered through 1st Global Advisors,
Inc.  All other financial planning services are offered through Financial
Dynamics, LLC.  Financial Dynamics, LLC and 1st Global Capital Corp. are
not affiliated.  Mortgage, credit and real estate services are offered by
entities unaffiliated with 1st Global Capital Corp.
Send mail to Rob Leanza with questions or comments about this web site.
Copyright 2007 Financial Dynamics, LLC.  All Rights Reserved.
Last modified: Feb 21, 2009.