Newport Beach, California
A financial advisor in Newport Beach who also handles your taxes
Katherine Leonard, CPA, CFP® · Fee-Only · Fiduciary
If you have searched for a financial advisor in Newport Beach, you have likely found a long list of firms that manage investments and refer you elsewhere for everything else. That referral is where most financial plans start to lose money. Your advisor recommends a strategy without fully understanding your tax picture. Your CPA files your return without knowing what is happening in your portfolio. Neither person is wrong. They are simply not in the same conversation.
Katherine Leonard is both a CPA and a CFP®, based in Newport Beach. That combination means your financial advisor and your tax strategist are the same person, working from the same complete picture of your finances. She is the advisor behind KCL Wealth Management, a fee-only firm built around that integration.
What working with a Newport Beach CPA and CFP® looks like
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Tax strategy and investment management as one conversation.Not two separate relationships that never speak to each other.
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Tax preparation handled by the same advisor who manages your portfolio.No handoffs, no translation errors, no surprises.
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A fee-only structure.No commissions and no product sales, ever.
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Direct access to Katherine for every decision.Not a call center, and not a junior associate handling your account.
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A dedicated relationship with Katherine, backed by a full support team.Every conversation is with Katherine directly. Requests, paperwork, and account needs move quickly because a team works behind the scenes to support her.
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Two formal planning meetings each year, with ongoing access in between.One before year-end, one after tax season, and direct access by phone or email whenever a question comes up.
Serving Newport Beach and coastal Orange County
Katherine works primarily with clients in Newport Beach and the broader coastal Orange County area, with virtual meetings available for clients further out.
Who this is for
High-net-worth families and individuals with complex financial lives. Physicians, attorneys, executives, and business owners who need tax strategy and investment management handled by one advisor, not two. Common moments that bring people to KCL Wealth Management:
Questions clients ask before reaching out
Does Katherine Leonard prepare tax returns in addition to managing investments?
Yes. As both a CPA and a CFP®, Katherine prepares tax returns and manages investments under one roof, so tax strategy and portfolio decisions are never disconnected.
Is KCL Wealth Management fee-only?
Yes. KCL Wealth Management is fee-only and fiduciary. Katherine is compensated only by her clients, never by commissions or product referrals.
Does Katherine work with clients outside Newport Beach?
Katherine works primarily with clients in Newport Beach and coastal Orange County, with virtual meetings available for clients further away.