Leah Fritz Johnson, Lacp, Cltc
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Leah Fritz Johnson, Lacp, Cltc Email & Phone Number

Founder and President and Lead Financial Strategist at Transcend Financial Group, LLC
Location: Monroe, Washington, United States 10 work roles 5 schools
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Role
Founder and President and Lead Financial Strategist
Location
Monroe, Washington, United States

Who is Leah Fritz Johnson, Lacp, Cltc? Overview

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Quick answer

Leah Fritz Johnson, Lacp, Cltc is listed as Founder and President and Lead Financial Strategist at Transcend Financial Group, LLC, based in Monroe, Washington, United States. AeroLeads shows a matched LinkedIn profile for Leah Fritz Johnson, Lacp, Cltc.

Leah Fritz Johnson, Lacp, Cltc previously worked as Founder/President/Lead Financial Strategist at Transcend Financial Group, Llc and Financial Coach/MACRO Strategist /Preferred Broker at Massmutual. Leah Fritz Johnson, Lacp, Cltc holds Lacp, Finance And Insurance from Naifa Lacp.

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Email format at Transcend Financial Group, LLC

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Transcend Financial Group, LLC

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Profile bio

About Leah Fritz Johnson, Lacp, Cltc

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!"

Current workplace

Leah Fritz Johnson, Lacp, Cltc's current company

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Transcend Financial Group, LLC
Transcend Financial Group, Llc
Founder and President and Lead Financial Strategist
Monroe, WA, US
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10 roles

Leah Fritz Johnson, Lacp, Cltc work experience

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Founder/President/Lead Financial Strategist

Greater Seattle Area

Transcend 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 Broker

United States

Ceo/Founder

Results!Networking

Greater Seattle Area

We 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.

Director For King County

Washington Long Term Care

King County, Washington, United States

Director and Specialist for Long-Term Care planning for WA CARES FUND exemption; Phase 1 qualification deadline Nov 1st, 2021.

Mar 2021 - Nov 2021

Director For Boeing Employee Ltc Trsut Act Exemption Planning

Washington Long Term Care

United States

Director 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.

Mar 2021 - Nov 2021

Financial Coach/ Macro Strategist /Agent / Manager (Ma)

701 5Th Ave. Floor 11, Seattle, Wa 98104

Whether 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.

Nov 2014 - Apr 2017

Lead Teller / Banker

999 3Rd Ave, Lobby Level, Seattle, Wa 98104

Jun 2006 - Jul 2008

Accounting Intern

Seattle, Wa / El Segundo, Ca

Jun 2003 - Jun 2006
5 education records

Leah Fritz Johnson, Lacp, Cltc education

Lacp, Finance And Insurance

Naifa Lacp

On-going industry certification. Life Insurnace and Annuity Certified Professional.

Certification For Long Term Care, Long Term Care

Naifa Cltc

Finance, Business

American College offers many different certification programs, for which I will be in continuous attendance for the next decade.

Lacp, Finance, General

Naifa
FAQ

Frequently asked questions about Leah Fritz Johnson, Lacp, Cltc

Quick answers generated from the profile data available on this page.

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 Transcend Financial Group, LLC?

Leah Fritz Johnson, Lacp, Cltc is listed as Founder and President and Lead Financial Strategist at Transcend Financial Group, LLC.

Where is Leah Fritz Johnson, Lacp, Cltc based?

Leah Fritz Johnson, Lacp, Cltc is based in Monroe, Washington, United States while working with Transcend Financial Group, LLC.

What companies has Leah Fritz Johnson, Lacp, Cltc worked for?

Leah Fritz Johnson, Lacp, Cltc has worked for Transcend Financial Group, Llc, Massmutual, Results!Networking, Washington Long Term Care, and Massmutual Seattle.

How can I contact Leah Fritz Johnson, Lacp, Cltc?

You can use AeroLeads to view verified contact signals for Leah Fritz Johnson, Lacp, Cltc at Transcend Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Leah Fritz Johnson, Lacp, Cltc attend?

Leah Fritz Johnson, Lacp, Cltc holds Lacp, Finance And Insurance from Naifa Lacp.

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