
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