Leah Fritz Johnson, Lacp, Cltc Email and Phone Number
Leah Fritz Johnson, Lacp, Cltc is a Founder and President and Lead Financial Strategist at Transcend Financial Group, LLC. They is proficient in English. Colleagues describe them as "Leah knows her stuff. She won’t feed you the horrible financial advise that some others give. Highly recommend! " and "Being someone completely clueless about finances and how to prepare for the future, I’m thankful to have crossed paths with Leah. In a short amount of time, she has helped me to build an emergency fund and begin saving for retirement. I highly recommend her!"
Transcend Financial Group, Llc
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Founder And President And Lead Financial StrategistTranscend Financial Group, LlcMonroe, Wa, Us -
Founder/President/Lead Financial StrategistTranscend Financial Group, Llc Aug 2008 - PresentGreater Seattle AreaTranscend Financial Group, LLC was established in 2008 as a people-first alternative to traditional financial planning and wealth strategy. We combine a humanistic approach with purpose-driven technology to deliver comprehensive and tailored financial solutions. Our dual focus on behavior and technology ensures that our services are secure, accurate, and efficient, allowing us to address the full scope of our clients' financial situations, whether individually or in business.As a solutions-based and people-focused firm, we take a holistic view of each client's financial landscape, offering strategies that help them realize their potential and optimize their well-being. Our commitment to integrity and accountability has earned us the trust of our clients, who rely on us as their partners in making informed financial decisions.Our role extends beyond that of a traditional financial advisor—we are educators and advocates for empowerment. We demystify the complexities of the financial industry, equipping our clients with the knowledge they need to make smart, confident decisions for their futures and their families.Our clients frequently seek us for:- Tax-Free Income Solutions- Tax Optimization Strategies for Individuals and Businesses- Financial Analysis and Asset Protection- Life Insurance, Disability, and Long-Term Care Planning- Estate Planning and Business Consultation- Income Strategies - current and future- Cashflow Audits and Financial Behavioral Consulting- Retirement Income Strategies- Business Strategies: We deliver tailored business strategies across every stage of your company's lifecycle. Our services include start-up consultation, tax optimization, employee attraction and retention, executive planning, exit strategy development, and profit and revenue optimization. Whether you're launching, growing, or transitioning, our strategies ensure your business achieves sustained success.- and more. -
Financial Coach/Macro Strategist /Preferred BrokerMassmutual Apr 2017 - PresentUnited States -
Ceo/FounderResults!Networking Jan 2012 - PresentGreater Seattle AreaWe at Results Networking have developed a unique and powerful transformation platform, that provides effective business strategies, development and support for action to business owners and entrepreneur personalities. Through our education platform and community gatherings throughout the Puget Sound, you will develop next level thinking and an action plan for your business, allowing you to live into the millionaire/billionaire lifestyle. Key elements of this platform include:• Out of the box thinking/innovation• Mindset/Perspective development• Business Cash Flow and Revenue Generating strategies• Client acquisitions platforms• Referral System Development• and much moreOur philosophy is based on collaboration, which allows you to live into abundance for yourself, as you also create abundance for your community. Whether you are a long time business owner/CEO or still in the development stages, Results Networking is designed to help you connect with your core business community and create opportunities to develop with the next generation of world leaders.
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Director For King CountyWashington Long Term Care Mar 2021 - Nov 2021King County, Washington, United StatesDirector and Specialist for Long-Term Care planning for WA CARES FUND exemption; Phase 1 qualification deadline Nov 1st, 2021.
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Director For Boeing Employee Ltc Trsut Act Exemption PlanningWashington Long Term Care Mar 2021 - Nov 2021United StatesDirector for BOEING to help employees and their families plan for and meet the deadline for the exemption from the WA CARES FUND. A new LTC tax program.
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Financial Coach/ Macro Strategist /Agent / Manager (Ma)Massmutual Seattle Nov 2014 - Apr 2017701 5Th Ave. Floor 11, Seattle, Wa 98104Whether you are preparing for a milestone life event, or simply looking for financial protection for the future, our team at MassMutual Seattle will help you take effective steps to develop a personalized financial strategy. Our straightforward approach is focused on you, your circumstances and your objectives. By meeting with you regularly, we help you remain on track to reach your most important goals.Based in Seattle, we have been proudly rooted in the Puget Sound community since 1889. We currently serve more than 29,000 local individuals, families and businesses1. Our network of financial professionals offers expertise in various areas, including long term care insurance, special needs planning, family business issues, divorce financial analysis and retirement planning.In today’s challenging economic times, it is essential that we balance our obligations to our clients with the responsibility we feel toward our community. Our involvement through various charitable organizations and meaningful civic events is deeply important to us. -
Agent / Financial CoachNew York Life Insurance Company Sep 2008 - Nov 2014500 Yale Ave N Floor 4, Seattle, Wa 98109 -
Lead Teller / BankerWells Fargo Jun 2006 - Jul 2008999 3Rd Ave, Lobby Level, Seattle, Wa 98104 -
Accounting InternBmc Group Jun 2003 - Jun 2006Seattle, Wa / El Segundo, Ca
Leah Fritz Johnson, Lacp, Cltc Education Details
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Naifa LacpFinance And Insurance -
Naifa CltcLong Term Care -
Finance, Business -
Financial Planning And Services -
NaifaFinance, General
Frequently Asked Questions about Leah Fritz Johnson, Lacp, Cltc
What company does Leah Fritz Johnson, Lacp, Cltc work for?
Leah Fritz Johnson, Lacp, Cltc works for Transcend Financial Group, Llc
What is Leah Fritz Johnson, Lacp, Cltc's role at the current company?
Leah Fritz Johnson, Lacp, Cltc's current role is Founder and President and Lead Financial Strategist.
What schools did Leah Fritz Johnson, Lacp, Cltc attend?
Leah Fritz Johnson, Lacp, Cltc attended Naifa Lacp, Naifa Cltc, The American College, The American College, Naifa.
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