Michael Leeder, Cfp®, Cpfa™
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Michael Leeder, Cfp®, Cpfa™ Email & Phone Number

Resident Director - Wealth Management Advisor | Philanthropist | Connector | Parent of a Cancer Survivor at Merrill Lynch Wealth Management
Location: San Luis Obispo County, California, United States 3 work roles 1 school
1 work email found @ml.com 1 phone found area 904 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email m****@ml.com
Direct phone (904) ***-****
LinkedIn Profile matched
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Role
Resident Director - Wealth Management Advisor | Philanthropist | Connector | Parent of a Cancer Survivor
Location
San Luis Obispo County, California, United States

Who is Michael Leeder, Cfp®, Cpfa™? Overview

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Quick answer

Michael Leeder, Cfp®, Cpfa™ is listed as Resident Director - Wealth Management Advisor | Philanthropist | Connector | Parent of a Cancer Survivor at Merrill Lynch Wealth Management, based in San Luis Obispo County, California, United States. AeroLeads shows a work email signal at ml.com, phone signal with area code 904, and a matched LinkedIn profile for Michael Leeder, Cfp®, Cpfa™.

Michael Leeder, Cfp®, Cpfa™ previously worked as Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management and Account Manager at Netsuite. Michael Leeder, Cfp®, Cpfa™ holds Bachelor'S Degree from University Of Southern California.

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Email format at Merrill Lynch Wealth Management

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*@ml.com
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AeroLeads found 1 current-domain work email signal for Michael Leeder, Cfp®, Cpfa™. Compare company email patterns before reaching out.

Profile bio

About Michael Leeder, Cfp®, Cpfa™

After a successful career in the tech industry, I joined Merrill in 2004. Since then, I've been fortunate to assist clients whose ambitions match my own – to serve the best interests of our families, enterprises and communities. MY CLIENTS COME FROM NEAR AND FAR – AND ALL WALKS OF LIFE. Many are accomplished "wealth accumulators" in the Bay Area. Others are successful business owners, physicians, landowners and tradespeople in Central California. I also serve a largely referred clientele in more than 20 other states. Regardless of their level of wealth or financial sophistication, each client benefits from my financial skills, commitment and especially, my open heart and mind. Whether a client has built – or is building – their nest egg, I find they're typically quite busy with "people and passions." I often say, "Your job is to create wealth – my job is to help manage it." Having helped clients manage money and emotion amid the volatility of 2008, 2020 and 2022, virtually all of whom remain with me today. I believe that's due to my perspective on mitigating investment risk and ability – as a CERTIFIED FINANCIAL PLANNER® CFP® certificant – to provide a planning-based approach. WHAT DO I FIND MOST FULFILLING? ª Helping clients prepare financially and emotionally for a rewarding retirement or whatever comes next. I enjoy making a lasting impact on the wealth and happiness of families. ª Meeting with couples, hearing their stories and sharing mine. I've helped them send kids to college, purchase homes, and make smart financial decisions. There's no substitute for handshakes and hugs. • Receiving referrals to clients' friends, families and colleagues – those with straightforward financial needs and those whose complex financial circumstances demand more nuanced strategies. • I am a current member of Rotary Club de Tolosa in San Luis Obispo. Years ago, my family and I were touched by cancer. In 2018, I helped raise $39,000 as founder and local leader for Alex's Lemonade Stand, a nationwide organization. In 2023, I organized a pickleball tournament which raised another $14,000 for Alex's Lemonade Stand. And in 2024, our charity pickleball event raised over $80,000! Since 2019, I've been an active board member of Little Wishes, which grants immediate and ongoing wishes of hospitalized children.

Listed skills include Retirement Planning, Investment Management, Strategic Financial Planning, Portfolio Management, and 3 others.

Current workplace

Michael Leeder, Cfp®, Cpfa™'s current company

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Merrill Lynch Wealth Management
Merrill Lynch Wealth Management
Resident Director - Wealth Management Advisor | Philanthropist | Connector | Parent of a Cancer Survivor
Website
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3 roles

Michael Leeder, Cfp®, Cpfa™ work experience

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Resident Director - Wealth Management Advisor, Senior Vice President

Current

New York, Ny, Us

Michael's exceptional financial skills and "client-first" focus have also garnered the firm's respect. In 2024, he was selected from a large pool of veteran advisors to lead the Thundering Herd's office in San Luis Obispo as Resident Director. As Resident Director, Michael is delivering on the mandate to forge a seamless level of partnership and access to Bank of America's banking resources – allowing fellow advisors to provide what he calls, "the best possible solutions and service to clients who deserve nothing less." As an educator of clients and advisors alike, Michael also brings sage advice and personal training to fellow advisors. His goal? To create a better place to work, where advisors are empowered to serve clients and their community. Michael Leeder is inspired by the goals and concerns of his clients. In listening to them, he learns that many seek financial freedom and a sense of independence. Others come to him for a strong financial foundation upon which they can steadily build wealth and financial security. Michael's clients are quite busy with careers and families. He relishes the opportunity to help them create financial and emotional wellness. Time and again, Michael reminds clients that their job is to create wealth, and his job is to help manage it. Summoning his own knowledge, access to the extensive capabilities of an affiliated private banking team, and the resources of the entire firm, he works closely with a loyal and growing circle of physicians, business owners, corporate executives and "millionaires" next door who've built – or are building – their nest egg. *Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

Dec 2004 - Present

Account Manager

Austin, Tx, Us

Aug 2003 - Aug 2004
Team & coworkers

Colleagues at Merrill Lynch Wealth Management

Other employees you can reach at ml.com. View company contacts →

1 education record

Michael Leeder, Cfp®, Cpfa™ education

  • University Of Southern California
    University Of Southern California
    Bachelor'S Degree
FAQ

Frequently asked questions about Michael Leeder, Cfp®, Cpfa™

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

What company does Michael Leeder, Cfp®, Cpfa™ work for?

Michael Leeder, Cfp®, Cpfa™ works for Merrill Lynch Wealth Management.

What is Michael Leeder, Cfp®, Cpfa™'s role at Merrill Lynch Wealth Management?

Michael Leeder, Cfp®, Cpfa™ is listed as Resident Director - Wealth Management Advisor | Philanthropist | Connector | Parent of a Cancer Survivor at Merrill Lynch Wealth Management.

What is Michael Leeder, Cfp®, Cpfa™'s email address?

AeroLeads has found 1 work email signal at @ml.com for Michael Leeder, Cfp®, Cpfa™ at Merrill Lynch Wealth Management.

What is Michael Leeder, Cfp®, Cpfa™'s phone number?

AeroLeads has found 1 phone signal(s) with area code 904 for Michael Leeder, Cfp®, Cpfa™ at Merrill Lynch Wealth Management.

Where is Michael Leeder, Cfp®, Cpfa™ based?

Michael Leeder, Cfp®, Cpfa™ is based in San Luis Obispo County, California, United States while working with Merrill Lynch Wealth Management.

What companies has Michael Leeder, Cfp®, Cpfa™ worked for?

Michael Leeder, Cfp®, Cpfa™ has worked for Merrill Lynch Wealth Management, Netsuite, and Siebel Systems.

Who are Michael Leeder, Cfp®, Cpfa™'s colleagues at Merrill Lynch Wealth Management?

Michael Leeder, Cfp®, Cpfa™'s colleagues at Merrill Lynch Wealth Management include Ron Marcum, Sheridan Tanner, Ashok Krishnan, Jake Birch, Cfp®, Cpfa®, and Phil Appel.

How can I contact Michael Leeder, Cfp®, Cpfa™?

You can use AeroLeads to view verified contact signals for Michael Leeder, Cfp®, Cpfa™ at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Michael Leeder, Cfp®, Cpfa™ attend?

Michael Leeder, Cfp®, Cpfa™ holds Bachelor'S Degree from University Of Southern California.

What skills is Michael Leeder, Cfp®, Cpfa™ known for?

Michael Leeder, Cfp®, Cpfa™ is listed with skills including Retirement Planning, Investment Management, Strategic Financial Planning, Portfolio Management, Leadership, Alternative Investments, and Strategy.

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