Karl Leonard Hicks

Financial Planner | Registered Investment Adviser | Fee-Only | Financial Advisor

CFP® at The Leonard Financial Group, LLC in Riverside, CA

About

Karl Leonard Hicks is a founding member of The Leonard Financial Group, LLC, with over 30 years of experience in the financial services industry. He specializes in working with individuals and families to create, implement and manage personal financial plans. California, Mr. Hicks enjoys helping people get a clear picture of their path to financial success.

Contact
(951) 309-8490
Address
6820 Indiana Avenue Suite 230 in Riverside, CA 92506
Info
Year started: 1992

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Erin

Answered by Robert Henderson
AAMS® CDFA® in Mystic, CT
There are some very specific rules (so please consult an advisor) regarding Inherited IRA's, but generally speaking you have three options: 1. Take distributions ov...
Investing & Retiring IRA
Q&A
Asked by Angie

Answered by Kirby Thomas PRO+
Online Life Insurance Comp in San Diego, CA
Hello Angie, Try to think of a life insurance death benefit as a constant. Your guaranteed-level death benefit 20-year term plan has a death benefit from the date o...
Insurance Life Insurance
Q&A
Asked by Sincarie

Answered by Karl Leonard Hicks
CFP® in Riverside, CA
Hi Sincarie, I was thinking about your question on investing, unfortunately the information I have for you is very general. To specifically answer this question I w...
Social Security Investing & Retiring
3
See more of Karl Leonard Hicks's answers

Specialties

  • Bonds & Fixed Income
  • Equities
  • Estate Planning
  • Mutual Funds
  • Retirement Planning
  • Risk Management

Servicing

Credentials

Licenses

Series 65

Associations

FPA
NAPFA

Certifications

CFP

Background

Experience

Certified Financial Planner™, CFP®, CEO and Founder
Board President
Board Member
Board Member

Education

California Baptist University