About Us

Leia Stapleton,CFP™, CPHD, CFP, CEPA,CSA,CWPP™,CAPP™ 

Well known expert in estate and gift planning strategies as well as nationally known for her expertise in working with business owners in structuring favorable tax mitigation and non-qualified deferred compensation plans. Ms. Stapleton is recognized as a tax expert in Washington D.C.

Member of AALU, Forum400, Estate Planning council of North San Diego County, Financial Services Society, CEPA, University of Chicago certified business exit planning advisor, National Philanthropic Council of US and San Diego, the Coalition for Green Capital

Pilar Montero

Office Manager for Stapleton Financial Since 2007

Hopes Julian

Personal Assistatnt to Leia Stapleton since 2005

Paul Passad

Advance case designer since 2001

Gilbert Broderick

Advance case designer since 2006

Tony Sardi

Business manager since 2003

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