Educate first. Invest second.
Understand then Solve.
From making strategic decisions to developing your capabilities, We are here to help. Using our expertise and deep understanding of the industry, you will receive real solutions and experience true results.
Our Services
Comprehensive Financial Planning for Individuals, Families, and Small Businesses
It is our hope that you will think of me as the primary resource for all of your financial needs. I will work closely with your tax and legal advisors to ensure an integrated approach to planning your financial future.
Financial Consulting for Other Professionals
Objective expert opinion and case consultation involving areas of financial planning is available for attorneys or other professionals who need support addressing their client concerns. For more information, please contact me directly.
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