Steven Leininger, Cpa/Pfs Email and Phone Number
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Steve Leininger is a wealth advisor at Thomas Doll. He focuses on providing wealth management solutions to successful doctors and other high net worth professionals. Together with his partners, he helps affluent clients address their five biggest concerns: preserving their wealth, mitigating taxes, taking care of their heirs, ensuring their assets are not unjustly taken, and charitable giving.Steve is one of the founders of wealth management services at Thomas Doll. The firm now serves over 600 clients with over $1.2 billion in assets. His greatest objective is truly understanding the needs of his clients. Listening not only to the words but the feelings behind those words is crucial. Only after that process can customized solutions be designed.Successful individuals and families work with Steve to:- Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.- Make smarter decisions in today’s uncertain political, economic and social environment. - Obtain an independent second opinion from a top financial advisor in their community.Steve has spent his entire career helping his clients reduce taxes, maximize wealth and retain as much income as possible. His career started in the tax department of Coopers and Lybrand (now PWC). He has been a partner at Thomas Wirig Doll for over 20 years. For several years running the firm has been listed in Best Financial Advisors of Medical Economics and Dental Products Report. Steve has published articles in several of the leading medical and dental business journals. In addition he is a frequent presenter at national and local society conferences.
Byu Ballard Social Impact Center
View- Website:
- ballardcenter.byu.edu
- Employees:
- 105
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Affiliate Associate ProfessorByu Ballard Social Impact CenterWalnut Creek, Ca, Us -
Board Member And Investment Committee MemberUniversity Impact Fund Jul 2023 - PresentProvo, Utah, United States -
Affiliate Associate ProfessorByu Ballard Social Impact Center Sep 2018 - PresentProvo, Utah, United States -
Advisor/MentorByu Ballard Social Impact Center Aug 2011 - Sep 2023Provo, Utah, United States -
Board MemberAcus Foundation Jan 2014 - PresentBerkeley, California, United StatesTraining of Military Physicians the art and practice of Medical Acupuncture -
Humanitarian MissionaryThe Church Of Jesus Christ Of Latter-Day Saints Jun 2021 - May 2023Quezon City, National Capital Region, PhilippinesDevelop and oversee humanitarian projects throughout the Philippines. Projects included working with Schools, Hospitals, Philippine Marines, Department of Agriculture - focusing on urban agriculture, Department of Health and vaccines programs, Department of Educations - focusing on technology and digital learning -
Managing PartnerThomas Doll May 1984 - Jan 2020Walnut Creek, Ca -
Tax SpecialistCoopers And Lybrand 1980 - 1982
Steven Leininger, Cpa/Pfs Skills
Steven Leininger, Cpa/Pfs Education Details
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Accounting
Frequently Asked Questions about Steven Leininger, Cpa/Pfs
What company does Steven Leininger, Cpa/Pfs work for?
Steven Leininger, Cpa/Pfs works for Byu Ballard Social Impact Center
What is Steven Leininger, Cpa/Pfs's role at the current company?
Steven Leininger, Cpa/Pfs's current role is Affiliate Associate Professor.
What is Steven Leininger, Cpa/Pfs's email address?
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What schools did Steven Leininger, Cpa/Pfs attend?
Steven Leininger, Cpa/Pfs attended Brigham Young University.
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What skills is Steven Leininger, Cpa/Pfs known for?
Steven Leininger, Cpa/Pfs has skills like Tax, Wealth Management, Finance, Financial Advisory, Financial Analysis, Retirement Planning, Pensions, Accounting, Cpa, Wealth, Wealth Management Services, Financial Planning.
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