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About Capital Peak Financial Services

David C. Leonhard has been in the Financial Services and Estate Planning Industry since 1992. In 2011, David was honored with the, “Financial Planner of the Year” title in the annual Reader’s Choice Award magazine for his local community. He serves hundreds of clients in Florida, California and Nevada. He is the Founder and President of Capital Peak Financial Services incorporated in 1997. As a Firm, Capital Peak is dedicated to providing retirees and pre-retirees with sound secure financial direction. As a Financial Services professional and a licensed insurance provider David has the knowledge and expertise to offer comprehensive financial solutions. A team approach is often used to provide the best expertise available. Utilizing the best Estate Planning Attorneys, CPA’s and long-term care specialists in the industry, advanced planning is always available. David has been an approved Member of the National Ethics Association since 2007 and a current member of the acclaimed “Million Dollar Round Table”. A Graduate of California State University, Chico with a Bachelor of Arts degree in Business Administration. David writes financial columns in local newspapers and has done speaking engagements with major corporations such as Intel, Hewlett Packard, Caldwell Banker and SIRS fraternal group. During these uncertain financial times, it is critical to have honest answers and a secure financial plan that is not driven by the ups and downs of the stock market. Our track record shows with hundreds of satisfied clients and over 95 million dollars safely protected over 18 years that…. “Our Business is, and will always be, your FINANCIAL PEACE of MIND!”

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