Leonard Wright Email & Phone Number
Chair, AICPA Personal Financial Planning Executive Committee. @ AICPA
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Leonard Wright Location
- San Diego, CA, US
Leonard Wright Work
- Chair, AICPA Personal Financial Planning Executive Committee. @ (May 2025 - Present)
- Member @ CalCPA (January 1996 - Present)
- Wealth Management Advisor and Retirement Plan Specialist @ (October 1996 - June 2022)
- PFP Exec Committee @ (January 2010 - January 2012)
- PFP Exec Committee @ (January 2010 - December 2012)
Leonard Wright Education
- California State University - Fullerton
Bachelor Of Arts (Business, Accounting)
Leonard Wright Skills
- Leadership
- Estate Planning
- Auditing
- CPA
- Financial Planners
- Public Speaking
- Accounting
- Income Tax
- Cash Flow
- Cost Accounting
- Seminars
- Financial Planning
- Tax
- CLU
- Investments
- Finance
- 401K Retirement Savings Plans
- Preparation
- Wealth Management
- Corporate Tax
- Partnership Taxation
- Financial Accounting
- ChFC
- Strategic Financial Planning
- Business Valuation
- US GAAP
- Nonprofits
- Accountants
- Internal Controls
- Financial Analysis
- Tax Accounting
- Tax Preparation
- Sarbanes Oxley Act
- Budgets
- Radio
- Small Business
- Personal Finance
- Financial Reporting
- Non Profits
- Financial Statements
- Due Diligence
- General Ledger
- Tax Returns
- Payroll
- 401 Retirement Savings Plans
Leonard Wright Summary
- Leonard Wright, based in San Diego, CA, US, is currently a Chair, AICPA Personal Financial Planning Executive Committee. at AICPA. Leonard Wright brings experience from previous roles at CalCPA, Northwestern Mutual and AICPA. Leonard Wright holds a Bachelor Of Arts in Business, Accounting @ California State University - Fullerton. With a robust skill set that includes Leadership, Estate Planning, Auditing, CPA, Financial Planners and more. Leonard Wright has 2 emails and 1 mobile phone numbers on RocketReach.
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