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Lindsay Leonard, CLPF, NCG, TEP

CA Licensed Professional Fiduciary

Lindsay Leonard, a licensed professional fiduciary with over 12 years of experience, is a driven and results-oriented individual with a comprehensive understanding of sophisticated estate, financial, and tax planning strategies. Her background includes a Bachelor of Science degree in Biological Sciences from UC Santa Barbara, as well as further studies at California State University, Fullerton and Women's Economic Ventures.

Lindsay is the CEO and Founder of Santa Barbara Fiduciary, a role in which she has continued to demonstrate her exceptional skills in trust and fiduciary management. She is a former Board Member at The Gretler Foundation, as well as a former Research Analyst at Dunvegan Associates and Junior Research Analyst at West Coast Asset Management. Lindsay also worked as a Research Assistant at Genitope and Research Intern at IntegriGen, developing her analytical skills in the field.

Throughout her career, Lindsay has shown her dedication and expertise by consistently providing high-quality services to her clients. She has an unwavering commitment to her clients, and her results-oriented approach is effective in achieving her client's goals.

Highlights

Jul 31 · linkedin

Want to protect your family's financial future? For high-net-worth individuals, an Irrevocable Life Insurance Trust (ILIT) could be the key. 🔐

Learn how this powerful estate planning tool can help shield your assets from taxes, and ensure a smooth transition for your loved ones in our latest blog.

🌐 https://lnkd.in/gYSgupak

#ILIT #IrrevocableLifeInsuranceTrust #EstateTax #TaxEfficiency #EstatePlanning #TrustAdministration #ProfessionalFiduciary #SantaBarbaraFiduciary

Jul 5 · linkedin

🚨 Tips for Seniors to Stay a Step Ahead of Scammers 🚨

1️⃣ Monitor Your Account Digitally → Use mobile and online banking to look for suspicious activity on your account. Set up text or email notifications to inform you of transactions. 2️⃣ Enlist Help from Trusted People → Add a trusted friend or family (or fiduciary!) member as a Shared Access user to your digital account. The view-only access makes it easy for them to help you monitor. 3️⃣ Know and Share the Latest Scams → A popular tactic thieves use is pretending to be a family member in trouble, needing money urgently. Don’t fall for it. Stay informed and share this knowledge with others.

🔎 If you, or a senior you know, think you’ve been scammed → Contact us and/or the company involved right away. Then, report it and get help with your case from the U.S. Department of Justice's National Elder Fraud Hotline at 833-FRAUD-11 (372-8311).

To learn more about the latest scams, check out @ScamSquad on YouTube or sign up for the Baker Fraud Report! 🛡️

Together, we can stay vigilant and protect what's important. 💪

Related Questions

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Lindsay Leonard, CLPF, NCG, TEP
Lindsay Leonard, CLPF, NCG, TEP, photo 1
Lindsay Leonard, CLPF, NCG, TEP, photo 2
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Location

Santa Barbara, California, United States