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Natalie LeiningerInvestment Advisor Representative, CFP®, CDFA
Phone: 510-728-3578 Leininger Financial Services Office Location: 3160 Castro Valley Blvd., Castro Valley, CA 94546 Natalie Leininger is a CERTIFIED FINANCIAL PLANNERTM (CFP®), and a Certified Divorce Financial Analyst. Natalie was born 12-13-1958 in Castro Valley, CA and still lives there today with her husband and teenage son. Natalie has been in the financial services industry since 1986 and held the CFPR designation since 1989. Natalie is a member of the Financial Planning Association of the East Bay. Natalie holds a Bachelor of Science degree in Business/Finance. Natalie provides investment advice, general financial planning, money management services, and divorce planning services.
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All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Sterling Financial Services is a Registered Investment Adviser. Investment Adviser Representatives of Sterling Financial Services, Inc may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Securities licensed associates of Sterling Financial Services are Registered Representatives offering securities through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC. Sterling Financial Services and NPC are separate and unrelated companies |
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