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Leal Financial Planning
- Financial Services
- San Jose, CA
About this business
I help people plan for retirement and get their portfolios into shape.
Location details
155 E Campbell Ave #201, Ste 201, San Jose, CA, 95008, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 10:00 a.m. to 6:00 p.m. | |
| Tue | 10:00 a.m. to 6:00 p.m. | |
| Wed | 10:00 a.m. to 6:00 p.m. | |
| Thu | 10:00 a.m. to 6:00 p.m. | |
| Fri | 10:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you ... read more
I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to manage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you ... read more
I worked with Karl a few years ago to vet and improve the structure of my finances, for now and for retirement. Our interactions were always cordial, professional, and most importantly enlightening. I was glad to be able to take what he taught me and implement it myself rather than simply hitch my wagon to someone else who just sees me as a ticket to 1% fees forever. By now things have changed, and its time for me to do some rearchitecting of my finances. You bet I'm going back to speak with Karl.
It took me a long time to find the right person but it was well worth the wait. If you are looking for a knowledgeable, trust worthy, fee-based, financial adviser, look no further. Karl (Leal Financial Planning) was a pleasure to work with. He has fiduciary responsibility and acts in YOUR best interests. He is not compensated to sell you on specific investments. Karl, helped us sort through our assets and developed a comprehensive investment approach that aligned with our retirement plans. We are no longer paying crazy fees ... read more
Frequently asked questions about Leal Financial Planning
How is Leal Financial Planning rated?
Leal Financial Planning has a 5 star rating with 5 reviews.
When is Leal Financial Planning open?
Leal Financial Planning is closed now. It will open on Monday at 10:00 a.m.
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