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Zak Leedom, CFP®

Private Wealth Advisor at WealthSource Partners, LLC

Zak Leedom is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Private Wealth Advisor at WealthSource Partners, LLC. He specializes in providing financial planning services tailored to corporate executives and high-net-worth individuals. His expertise encompasses various aspects of wealth management, including retirement planning and investment strategies.

Professional Background

  • Current Position: Private Wealth Advisor at WealthSource Partners, LLC.
  • Specialization: Focuses on financial planning for corporate executives and affluent clients.

Education

Zak Leedom holds a degree from West Virginia University, which has contributed to his foundational knowledge in finance and wealth management.

Online Presence

He is active on LinkedIn, where he shares insights related to financial planning and investment strategies. His LinkedIn profile can be found under the username zakleedomfa.

Highlights

Dec 14 · linkedin

In a world of information overload, it can be overwhelming to weed out the wealth of readily-available personal development advice that is truly beneficial to your situation (and what to actually do with it).

In this month's episode, I sat down with founder and leadership development coach Britt Lefkoe, who shares why real, meaningful growth doesn't come from learning -- it's actually quite the opposite. Listen to her unique approach to both work and life, and how she's found success because of it.

Nov 15 · linkedin

In this month's Originators conversation, Lisa Cloutier and Brian Anderson share their unique journey as both business partners and life partners.

Building a business has plenty of obstacles, but navigating those with your spouse adds another layer of elements many of us don't or won't experience.

In this episode, Lisa and Brian discuss fundamental ways to maintain a thriving partnership and marriage -- and all the lessons they've learned along the way. Listen now:

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Zak Leedom, CFP®
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Location

Los Angeles, California, United States