Leon Laub, CFP®, CIMA® is a Wealth Management Advisor in the Brea, CA office of Merrill Lynch. Leon joined Merrill Lynch in 2009.
In May 2013, Leon will proudly celebrate his 25th 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.
In 2001, Leon received the Certified Investment Management Analyst designation (CIMA®) awarded by the Investment Management Consultants Association, taught in conjunction with the Wharton School of Business at the University of Pennsylvania.
Leon earned the CERTIFIED FINANCIAL PLANNERTM designation in 2012 by meeting the Certified Financial Planner Board of Standard's rigorous standards of education, examination, experience and ethics. Becoming a CFP"®" is more than just an important career achievement. It can also be an important benefit for you because it complements his knowledge and understanding he can draw on to assist you in developing your personal investment strategy.
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 specializes in helping 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.
Leon served as Finance Commissioner for the Irvine Unified School District in 1997 and was appointed in 1998 to the City of Irvine Investment Advisory Committee, on which he served for seven years.
He is currently a volunteer coach for a local running group. He enjoys spending time with his wife, his 2 adult children and his grandson.