Chance Leiseth

CFP®

Senior Financial Advisor | Principal

As a senior financial advisor, Chance has over 10 years of experience working with high-net-worth individuals and families. He enjoys partnering with his clients to identify and create a roadmap to their financial goals. Chance is skilled in tax-efficient wealth planning and enjoys simplifying complex financial strategies to his clients.

Contact
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Professional Designation

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Life and Health Insurance Licensed
    • *CA License #0I42831, Empirical Insurance LLC CA License #0M45698 
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Education

  • University of Idaho
    • Bachelor’s in Business Marketing
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Community Involvement

  • Solano County Search and Rescue
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Personal Interests

  • Surfing, skiing, and hiking
  • Traveling the world and experiencing new adventures
  • Spending time with my wife and pets

Phone:

(415) 630-4505

Address:

333 Bush Street
Suite 2020
San Francisco, CA 94104