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Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.financialtransitionpartners.com/
Submission: On April 22 via api from US — Scanned from DE
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Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck. 2535 Townsgate Road., Suite 203, Westlake Village, CA 91361 818.704.0001 Schedule a Meeting Menu * Home * About Us * Our Firm * Our Team * Our Focus * Certified Financial Fiduciary® * Certified Divorce Financial Analysts® * How We Help * Our Services * Client Login * Contact FINANCIAL PLANNING FOR YOUR GOALS From questions to confidence Learn More CUSTOM-TAILORED FINANCIAL PLANS Strategies that go wherever life takes you Learn More FOCUSED ON YOUR FINANCIAL FUTURE Tailored wealth management solutions Learn More FINANCIAL PLANNING FOR YOUR GOALS From questions to confidence Learn More CUSTOM-TAILORED FINANCIAL PLANS Strategies that go wherever life takes you Learn More FOCUSED ON YOUR FINANCIAL FUTURE Tailored wealth management solutions Learn More FINANCIAL PLANNING FOR YOUR GOALS From questions to confidence Learn More GUIDING FAMILIES AND INDIVIDUALS THROUGH LIFE'S TRANSITIONS INVESTMENT MANAGEMENT Creating an effective investment strategy is an ongoing process, and our team is with you every step of the way. Learn More FINANCIAL PLANNING Build a personalized plan based on your needs. Learn More HOW WE WORK Objective advice and solutions Learn More WHETHER YOU ARE INVESTING TO BUILD WEALTH, PROTECT YOUR FAMILY, OR PRESERVE YOUR ASSETS, OUR PERSONALIZED SERVICE FOCUSES YOUR NEEDS, WANTS, AND LONG-TERM GOALS. MICHELE LEACH, CDFA Wealth Manager 818.704.0001 x225 Michele.Leach@ftpadvisors.com LAURA LEACH Wealth Manager 818.704.0001 x228 Laura.Leach@ftpadvisors.com BILL KELLEHER Wealth Manager 630-605-8365 818-480-4305 Bill.Kelleher@ftpadvisors.com BRIAN KELLEHER Wealth Manager 630-995-6081 818-480-4305 Brian.Kelleher@ftpadvisors.com STEVEN SMAILES Wealth Manager 818-704-0001 Steven.Smailes@ftpadvisors.com LORI JASMINE Operations Manager and Client Services Associate 818.704.0001 x220 lorij@ftpadvisors.com MELODY YOUNANY Customer Service 818-704-0001 melody@ftpadvisors.com THE AMERIFLEX GROUP Affiliated Branch The AmeriFlex Group Form CRS CONTACT Office: 818.704.0001 x225 Fax: 818.480.4305 2535 Townsgate Road Suite 203 Westlake Village, CA 91361 Series 7, 24. 31, 63 michele.leach@ftpadvisors.com QUICK LINKS * Retirement * Investment * Estate * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Osaic Form CRS The AmeriFlex Group Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Michele Leach is a Registered Representative with, and Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through The AmeriFlex Group, an Independent Registered Investment Advisor. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. California Insurance License # 0814987. Registered Representative may only discuss/and or transact securities business with residents of the following states: AK, AZ, CA, CO, FL, HI, ID, KS, NV, NY, OR, SC, TX, WA.