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Case Practitioner
Robert A. Leanza, RFC®, CFP®
Mr. Leanza manages Financial Dynamics,
LLC, as its CEO, and serves as Senior Consultant, harnessing the technical
research contributions of the independent advisory team into a cohesive,
easy-to- implement financial and estate planning strategy. |
Contact Information:
40164 Stowe Road
Temecula, CA 92591
(951) 699-2473
(951) 699-2475 Fax
(866) 298-8205 Toll Free
rob.leanza@financial-dynamics.org
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 | Mr. Leanza holds the CERTIFIED
FINANCIAL PLANNER™ (CFP®)
and Registered Financial Consultant (RFC®) professional designations and has been in private practice
for the past 27 years. He is currently the CEO & Senior Consultant
for Financial
Dynamics, LLC – a fee-based, Registered Investment Advisory consulting firm, located in
Temecula, California. |
| Mr. Leanza also currently serves as Director of
Financial Planning for D.E. Financial Group, LLC, a subsidiary of Diehl,
Evans & Co., LLP, one of the oldest CPA firms in Southern California,
with offices in Irvine, Carlsbad and Escondido, California. |
| Mr. Leanza has a BS degree in Finance/Investments and
graduated Summa Cum Laude. |
| Prior to Financial Dynamics, Mr. Leanza was the Executive
Director of Wealth Crafters Workshops, LLC and participated in
teaching over 2 million employees nationally, from some 2,000 companies and
750 colleges and universities, the secrets of successful retirement
planning. Mr. Leanza sold this company in July 2000. |
| He has served as the Executive Manager-Financial
Planning, CIGNA Financial Services. |
| Former President, Wealth Protection Institute, Inc.
– catering to protecting the assets and income sources of very wealthy individuals and
businesses. |
| Co-Founder & Former Managing Partner, Security
Financial Group. |
| Former Chairman & CEO, Affiliated
Analytical Design, Inc. |
| Former Ambassador with the Irvine, CA Chamber of Commerce and
was selected to manage its retirement investment accounts. |
| Active member of the Financial Planning Association
and the International Association of Registered
Financial Consultants. |
| Mr. Leanza has been featured in many written publications
including Financial Planning Magazine, Trade West, California Centers,
Premier Ideas, California Apartment Owners, Business-to-Business, and the Sonoma
County Physician. |
| Life, Health and Disability Insurance licensed (including
variable contracts),
California License No. 0624487. |
| CERTIFIED FINANCIAL PLANNER™ Certificate No. 059078 |
| Financial Industry Regulatory Authority (FINRA) Licenses:
Series 6, 7, 22, 63, 66. |
| California Long Term Care certified |
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