Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
145 SOUTH STATE COLLEGE BLVD
BREA, CA 92821
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Leon Laub, CFP, CIMA is a Wealth Management Advisor in the Brea, CA office of Merrill Lynch. Leon joined Merrill Lynch in 2009.
In 2019, Leon will proudly celebrate his 31st year anniversary in the financial services industry.
Leon earned his BA in Spanish (Leon speaks fluent English and Spanish) in 1980 and his MBA from the USC Marshall School of Business in 1990. Leon maintains his ties to USC through the Cardinal and Gold Scholarship Program and he participates in mentorship programs for student athletes and spanish speaking students.
In 2001, Leon received the Certified Investment Management Analyst designation (CIMA) awarded by the Investments & Wealth Institute™ (The Institute), taught in conjunction with the Wharton School of Business at the University of Pennsylvania.
Leon earned the CERTIFIED FINANCIAL PLANNER certification in 2012.
Leon helps clients achieve their financial objectives through a disciplined investment management process. His goal is to always provide the best service and advice to investors. He helps clients determine the most suitable investment strategies in order to satisfy their needs while carefully monitoring their exposure to risk. He often works with clients’ attorneys and CPAs in the creation and execution of their investment, retirement and estate plans.
He is currently a volunteer coach for a local running group. He enjoys spending time with his wife, his 2 adult children and 2 grandsons.
English & Spanish
University of Southern California
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.