HOME
ABOUT US
- mission
- fiduciary
- philosophy
- core values
- investment strategy
- education
- affiliations
- Form ADV, part 2
- privacy
MEET OUR PEOPLE
- Linda Y. Leitz
- Jane M. Young
- support staff
OUR SERVICES
- widows and widowers
- post divorce assistance
- retainers
- focused financial review
GETTING STARTED
FINANCIAL RESOURCES

New Address Beginning November 19th 2013:

1271 Kelly Johnson Blvd.
Suite 240
CO Springs, CO
80920

Directions

719.260.9800

E-Mail
Linda's Blog
Jane's Blog

Fee Only Certified Financial Planner Linda Y. Leitz is a Certified Financial Planner and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service. Before becoming a financial professional, Linda held several executive positions in the banking industry. She began her career as a bank examiner. Linda has a BBA in Business Administration from Principia College, an MBA from Southern Methodist University, and is in the PhD program in Personal Financial Planning at Kansas State University.

Linda is active in many community and professional activities. She currently serves as chair of the national Board of Directors of the National Association of Personal Financial Advisors, having also serviced on the West Region Board of that organization. She is past president of the Pikes Peak Chapter of the National Association of Women Business Owners and of the High Noon Sertoma Club. The Pikes Peak Chapter of the National Association of Women Business Owners named Linda the 1998 Business Owner of the Year. She has been or is currently involved with various organizations on their boards or other committees: The Colorado Springs Utilities Policy Advisory Committee, the Colorado Springs Chamber of Commerce, Junior Achievement and the Estate Planning Council.

As a fee-only financial planner Linda is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the National Association of Tax Professionals and the Alliance of Cambridge Advisors. As a leader in the financial planning industry Linda is the author of the book titled "The Ultimate Parenting Map to Money Smart Kids". She has been quoted in several national publications including the Wall Street Journal, U.S. News and World Report, and Morningstar Advisor and she has appeared on CSNBC. She also works as a volunteer instructor to new financial advisors with the Alliance of Cambridge Advisors.

Linda has three children. Her hobbies include reading, movies, hiking, and knitting.