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Meet Chad Leon

Financial Advisor
8888790558 x6346
cleon@wescomfinancial.com

Representing Anaheim

5495 E. La Palma Avenue Anaheim, CA 92807

View All Advisors

About Chad

Education

University of California Riverside – B.A. Economics

Additional Qualifications

California Insurance Agent License # 0D00003

Previous Experience

22 Years industry experience

Personal Interests

Enjoys spending time with family and volunteering for beach cleanups.

Chad is Registered through our broker-dealer, CUSO Financial Services

Series 7 — General Securities Representative; Series 66 — Uniform Combined State Law

Our Business Philosophy

As a CFS Financial Advisor, I am dedicated to you and your individual investment needs. Whether you’re an experienced investor or just beginning, I am here to listen to you and provide you with advice tailored to the specific needs of you and your family. I take pride in establishing one-on-one, long-term relationships with my clients. My goal is to completely understand your financial aspirations in order to develop the right custom plan to meet your financial needs. Your dreams, our purpose.