Leah Nelson, CFP® - Paraplanner

Leah has been financial planning for about 5 years and is a a CERTIFIED FINANCIAL PLANNER™ professional. Leah’s passion for financial planning comes from her desire to help people. She understands that finances can be a big stressor in people’s lives and wants to help ease that burden to allow clients to live their lives to the fullest.

Leah is passionate about educating disadvantaged people about financial literacy and recently spent a few years creating a program to teach domestic violence survivors financial skills.

She lives about 30 miles south of Salt Lake City, Utah with her husband and son born in early 2023. Together they enjoy spending time outdoors and often spend time in the canyons near their home. She also enjoys going to see the touring Broadway musicals that come to Salt Lake.