Joseph Leedom, CRPC

I believe trust, communication, and industry experience are a hallmark of what makes a successful financial advisor. Everyone deserves financial advice and this led me to launch my independent practice, Lake Forest Park Financial. I’m dedicated to helping individuals, families, and business owners build strategies for their financial futures.

All families and businesses are unique. Your belief about money, how you were raised, taxes, budget, long-term goals; each are specific to your financial DNA. Your life will evolve and become more complex, and we’ll work together to ensure your financial strategies evolve as well. For me, a successful client relationship is a two-way street, growing over decades, where we work together to address needs and concerns as they arise.

Often my greatest value can be as a financial counselor; a sounding board as you navigate financial choices today against tomorrows plans and future retirement. I’m here to answer any financial questions in addition to how the global economy might affect your portfolio. My certification as a Chartered Retirement Planning Counselor^SM through the College for Financial Planning is one of many methods I’ve taken, with rigorous study, to ensure the information I provide is accurate with today’s changing landscape.

For more than a decade I’ve honed my skills at firms such as Merrill Lynch and Wells Fargo Advisors. These companies have provided me invaluable knowledge. With that said it’s evident that to truly service my clients in the most efficient manner possible, with their needs being the number one focus, that starting Lake Forest Park Financial as an independent advisor was paramount.

My wife Jenny and our three beautiful children, Tristan, Hudson, and Amelia call Lake Forest Park home. I grew up in the Northwest and have been a resident of the Seattle area since I came to college at the University of Washington in 1998. We love everything about the Pacific Northwest and you’ll often find us playing on Lake Washington, riding bikes on the Burke Gilman Trail, and frequenting local restaurants and stores while also supporting our Seattle sports teams.