Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Leon Laub, CFP, CIMA is a Wealth Management Advisor in the Brea, CA office of Merrill Lynch Wealth Management. Leon joined Merrill in 2009.
Leon is a member of Team Laub, Crow & Babb. His partners are Tim Crow, CFP®, CIMA®, and Colin Babb, CFP®. The team is assisted by Client Associates Deana Pepper and Annmarie Fuentes.
In 2020, Leon will proudly celebrate his 32nd 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 appropriate investment strategies in order to satisfy their needs while carefully tracking their exposure to risk. He often works with clients’ attorneys and CPAs in the creation and execution of their investment, retirement and estate plans.
Leon is a volunteer presenter, in both English and Spanish, for the Bank of America Better Money Habits program, including the 'College Guide to Managing Money' taught on local college campuses. This program helps people get the know-how they need to make smarter, more-confident financial decisions.
Leon is currently a volunteer coach for a local running group, The Glendora Ridge Runners. He and his wife Sue are active in the Glendora Chamber of Commerce. He enjoys spending time with his 2 adult children and 2 grandsons.
English & Spanish
University of Southern California
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
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 approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach 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.