LAB Wealth Management LLC
LAB Wealth Management LLC serves as a platform for individual investors and small business owners who wish to work one-on-one with an experienced Certified Financial Planner™ professional. Our firm is designed to offer value added, tailored financial solutions at a fair charge.
There are three main area of focus:
Despite the disruptive advances of technology in the financial services industry, very little substitutes for the value of sitting down and having a conversation with a trusted, knowledgeable profession to help guide your investment and retirement needs. Our philosophy is to help clients and serious prospects interested in taking an active, financial planner guided approach to their investments, retirement, and insurance needs. Once we establish a bond, our goal is to provide a rewarding client experience that becomes an integral part of your financial life through the years of wealth accumulation, capital preservation, and distribution.
Leon Augustine Boirard, MBA, CFP®, ChFC®
President/Founder, LAB Wealth Management LLC
Leon Augustine Boirard started LAB Wealth Management LLC in 2016 to continue his passion for helping individuals and business owners build and maintain a strong financial foundation using investments, insurance protection, and various financial planning strategies.
Leon is a Certified Financial Planner™ professional and Chartered Financial Consultant®. He holds a Master of Business Administration Degree in Finance from Wake Forest University in Winston-Salem, North Carolina. His training and employment background after graduate school includes positions as an analyst and underwriter in the banking industry as well as a marketing position in pharmaceuticals. Prior to starting his own firm, Leon practiced as a licensed financial advisor with Edward D. Jones for nine years.
Leon is an active board member of the Coleman Foundation for Youth, and participates in several other local and national organizations. He lives in Oakland, California, and works with clients in many regions of the country.
Other Facts about Leon
- Born in St. Martin in the French West Indies
- Primary education in St. Kitts under the British education system until age 11
- Middle, high school, and college in the United States
- Loves to travel, cook, read, and enjoy life
- ADV Part 2B
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1130 Wood Street | Oakland, California 94607
PO Box 70974 | Oakland, California 94612
Phone: 510-735-9854 | Fax: 510-373-2449 | Email: leon@labwealthmanagement.com
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and LAB Wealth Management, LLC are not affiliated.
This communication is strictly intended for individuals residing in the states of AR, CA, CO, CT, DC, FL, GA, HI, IL, IN, KS, MA, MD, MO, NC, NJ, NV, NY, OR, TN, TX, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.
The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, LAB Wealth Management, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.