About KCL Wealth Management
Newport Beach is not just where I practice. It is where I grew up, went to school, and chose to plant roots. I understand what it takes to build a life here, and what it takes to manage it.
Katherine Leonard, Certified Public Accountant & Certified Financial Planner.
My Background
I spent a decade serving some of the wealthiest families in the country. Now I bring that same level of thinking to clients right here in Orange County.
I began my career at PricewaterhouseCoopers, working with ultra-high-net-worth individuals and families on complex generational wealth and tax strategies. I saw how the most financially sophisticated people in the country structured their lives, and where even the most resourced clients fell through the cracks between advisors.
From there I joined Aspiriant, a national RIA with over $17 billion in assets under management, in their exclusive family office division. My clients had a minimum net worth of $15 million. I managed their wealth holistically, coordinating across tax, investments, planning, and estate strategy in a way most advisors simply cannot.
I left to build KCL Wealth Management because that level of integrated thinking should not be reserved for the ultra-wealthy. When one advisor manages your taxes and your investments together, the results are fundamentally different.
What that means for you
Reduced advisory fees by consolidating your CPA and financial advisor into one relationship.
Meaningful tax savings through proactive strategies including tax loss harvesting, donor advised funds, and the strategic use of highly appreciated stock.
More money in your pocket each year, because your investment decisions and your tax strategy are finally working together instead of against each other.
My Philosophy
Financial decisions are really life decisions.
I do not just look at numbers. I look at the person behind them. Their goals, their family, their fears, and their idea of what a good life looks like.
Most clients come to KCL Wealth Management feeling like their financial life is running them. They leave each meeting feeling like they are running it. That shift is what this practice is built around.
Newport Beach Born and Raised
Some advisors serve Newport Beach. I grew up here, went to school here, and chose to build my life here.
I attended Corona del Mar High School and own a home in the Flower Streets. This community is not a market to me. The clients I serve are neighbors, not accounts. That context shapes every conversation and every recommendation I make.
Credentials & Experience
The qualifications behind the advice.
Credential
Certified Public Accountant
Licensed to practice in California. Specializing in high-net-worth individual tax strategy, tax preparation, and multi-year planning.
CPA License #132497
Credential
Certified Financial Planner
CFP® designation awarded by the Certified Financial Planner Board of Standards. Comprehensive financial planning, investment management, and fiduciary advice.
CFP® #451668
Experience
PricewaterhouseCoopers
High Net Worth Tax. Worked directly with ultra-high-net-worth individuals and families on complex generational wealth and tax strategies.
Experience
Aspiriant
Wealth Manager, Exclusive Family Office Division. National RIA with over $17 billion in assets under management. Served clients with a minimum net worth of $15 million.
KCL Wealth Management · Newport Beach, California
If this sounds like the advisor you have been looking for, let's talk.
KCL Wealth Management works with a select group of individuals and families in Newport Beach and coastal Orange County. Reach out to start the conversation.
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