Leilani Marques Harwood, MSPFP, MPAS®, CFP®

I was born and raised on the beautiful island of Guam until my family relocated to the San Diego area in 2001. I met my husband Jason in 2006 while he was serving in the U.S. Marine Corp and we now reside in the south Orange County area. We have three sons and enjoy spending quality time with family and friends. I am also a member of the Financial Planning Association in Orange County and San Diego County and a member of South Coast Christian. I enjoy working with students and young adults helping them discover their passions and encouraging them to live out their purpose.

​Experience

I began my financial services career in insurance sales in 2008 then transitioned towards comprehensive financial planning. I completed my Associate in Science degree in 2010, Bachelor of Science degree in 2012, Master of Science degree in 2016 then ultimately obtained the CFP® certification in 2018. I spent majority of my career with a comprehensive financial planning firm located in San Diego and gained extensive experience in comprehensive financial planning, customer service, administration, management, financial & insurance services. I then transitioned to Orange County in 2014 where I gained additional experience with establishing policies and procedures, creating and maintaining systems, training and developing talent within the financial planning industry. 

In 2019, I partnered with D.M. Brenner, Inc. to take my experience to the next level assisting the firm with practice management duties and responsibilities related to Accounting & Bookkeeping, HR and Corporate Record Keeping, Compliance and IT coordination and implementation, Portfolio Management, Marketing & General Operations.

In 2020, I expanded services to provide other professionals with expert opinion and case consultations in areas involving financial planning matters.

Education

  • Master of Science in Personal Financial Planning (MsPFP) from the College for Financial Planning
  • Bachelor of Science in Applied Arts and Sciences Business Administration with an emphasis in Financial Services from San Diego State University
  • Associate in Science in Business Administration from San Diego Miramar College

Credentials

Master Planner Advanced Studies (MPAS®)

MPAS® designees have completed a Master of Science degree with a major in personal financial planning or financial analysis. Graduates are required to demonstrate critical thinking skills and problem-solving techniques. Additionally, individuals must complete assignments, projects, research, and papers and meet all graduation requirements for the Master of Science degree.

CERTIFIED FINANCIAL PLANNERTM Professional (CFP®)

The CFP® certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

Orange County Area
120 Vantis Drive, Suite 300
Aliso Viejo, CA 92656
Phone: (949) 540-6733

Leilani Marques Harwood, MsPFP, MPAS®, CFP®
Email: leilani@lmharwood.com
CA Insurance Lic.#0G08928

San Diego County Area
380 Stevens Avenue, Suite 211
Solana Beach, CA 92075
Phone: (858) 345-1001

Orange County Area
120 Vantis Drive, Suite 300
Aliso Viejo, CA 92656
Phone: (949) 540-6733

Leilani Marques Harwood, MsPFP, MPAS®, CFP®
Email: leilani@lmharwood.com
CA Insurance Lic.#0G08928

San Diego County Area
380 Stevens Avenue, Suite 211
Solana Beach, CA 92075
Phone: (858) 345-1001