I enjoy assisting clients seeking advice on employer-provided stock options, employee stock purchase plans, and those who want integrated tax planning as part of their comprehensive financial planning services.
One of my enduring goals is to provide comprehensive financial advice and a transparent fee structure. I am committed to ensuring clients fully understand what they are paying for without any hidden costs or pressure to purchase additional products. My passion lies in providing tax planning and tax preparation as part of my comprehensive financial planning services, a focus that I believe sets me apart from other financial advisors.
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Certified Financial Planner®, Chartered Market Technician®
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Bart Leake, CFP®, CMT®, Enrolled Agent
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Active member: Alliance of Comprehensive Planners, Financial Planning Association, National Association of Personal Financial Advisors, and XYPN Planning Network.
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Former member Chicago Board Options Exchange, Chicago Mercantile Exchange, and Chicago Board of Trade.
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Before becoming a financial planner, I honed my skills with a major retail broker-dealer, working with high-net-worth clients and educating them on options trading, portfolio hedging, and risk management strategies.
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My unique perspective as a former partner in an options trading firm and member of the Chicago Board of Trade equips me with a distinctive insight into the financial markets, including a thorough understanding of the fundamental and technical aspects.
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My professional qualifications and active memberships testify to my expertise and commitment to continuous learning. I am pursuing the Enrolled Agent designation and hold a B.S. in Finance from DePaul University.
