Steven Leininger, Cpa/Pfs

Steven Leininger, Cpa/Pfs Email and Phone Number

Affiliate Associate Professor @ BYU Ballard Social Impact Center
Walnut Creek, CA, US
Steven Leininger, Cpa/Pfs's Location
Walnut Creek, California, United States, United States
Steven Leininger, Cpa/Pfs's Contact Details

Steven Leininger, Cpa/Pfs personal email

About Steven Leininger, Cpa/Pfs

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.

Steven Leininger, Cpa/Pfs's Current Company Details
BYU Ballard Social Impact Center

Byu Ballard Social Impact Center

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Affiliate Associate Professor
Walnut Creek, CA, US
Employees:
105
Steven Leininger, Cpa/Pfs Work Experience Details
  • Byu Ballard Social Impact Center
    Affiliate Associate Professor
    Byu Ballard Social Impact Center
    Walnut Creek, Ca, Us
  • University Impact Fund
    Board Member And Investment Committee Member
    University Impact Fund Jul 2023 - Present
    Provo, Utah, United States
  • Byu Ballard Social Impact Center
    Affiliate Associate Professor
    Byu Ballard Social Impact Center Sep 2018 - Present
    Provo, Utah, United States
  • Byu Ballard Social Impact Center
    Advisor/Mentor
    Byu Ballard Social Impact Center Aug 2011 - Sep 2023
    Provo, Utah, United States
  • Acus Foundation
    Board Member
    Acus Foundation Jan 2014 - Present
    Berkeley, California, United States
    Training of Military Physicians the art and practice of Medical Acupuncture
  • The Church Of Jesus Christ Of Latter-Day Saints
    Humanitarian Missionary
    The Church Of Jesus Christ Of Latter-Day Saints Jun 2021 - May 2023
    Quezon City, National Capital Region, Philippines
    Develop 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
  • Thomas Doll
    Managing Partner
    Thomas Doll May 1984 - Jan 2020
    Walnut Creek, Ca
  • Coopers And Lybrand
    Tax Specialist
    Coopers And Lybrand 1980 - 1982

Steven Leininger, Cpa/Pfs Skills

Tax Wealth Management Finance Financial Advisory Financial Analysis Retirement Planning Pensions Accounting Cpa Wealth Wealth Management Services Financial Planning Healthcare Financial Reporting High Net Worth Individuals Retirement Strategic Financial Planning 401k Public Speaking Leadership Auditing Financial Modeling Due Diligence Strategic Planning Investments Income Tax Defined Benefit Portfolio Management Asset Management Erisa Sec Filings Estate Planning Cash Flow Trusts Tax Preparation Tax Accounting Corporate Tax Partnership Taxation Management Consulting Profit Sharing Mergers And Acquisitions Personal Finance Microsoft Excel Internal Controls

Steven Leininger, Cpa/Pfs Education Details

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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