About Us
A Planner That Cares
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
President & Wealth Management Advisor
LeAnne Skelly
With over 25 years in the financial services industry, I serve as an experienced Financial Advisor with LPL Financial, an Accredited Wealth Management Advisor® (AWMA®), a Certified Divorce Financial Analyst (CDFA®), and the founder of Bay Area Financial Wellness. My mission is to bring clarity and confidence to your financial life. I help you understand your current financial position, uncover potential risks, and create a personalized strategy that supports your long-term wellbeing.
Just like with your physical health, waiting until a problem becomes acute before seeking help can be a costly mistake. Having a trusted physician in place can prevent issues from escalating—and the same principle applies to your financial wellbeing.
Many people turn to the internet for financial advice, only to become overwhelmed by conflicting information that may not apply to their unique circumstances. That’s where I come in.
Here’s how working with me can bring value:
✔ A Valued Relationship: You gain an experienced advisor who serves as both a financial confidante and a partner—placing your family’s unique needs at the center of every conversation.
✔ Risk Awareness: I help identify hidden financial risks and explore strategies that may help preserve and strengthen your financial health. After all, we don’t know what we don’t know.
✔ Structured Planning: Together, we build a clear, actionable financial plan designed to support confidence through every stage of life—and beyond, for future generations.
✔ Flexibility and Adaptability: Life changes. Your financial plan should adapt alongside new priorities, unexpected events, and evolving family dynamics.
✔ Accountability and Discipline: I help you stay on track—encouraging consistency, informed decisions, and commitment to your long-term goals.
At Bay Area Financial Wellness, we take our responsibility seriously. As a small, independent, fee-based advisory firm with a fiduciary focus, we offer the personalized service, transparency, and expertise you deserve. Our commitment is simple: always act in your best interest and empower you to pursue a more confident financial future.
*Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.
Client Relationship Manager
Mindy Orozco
With over 10 years of experience in the financial services industry, I take great pride in helping clients feel supported, informed, and confident throughout their financial journey.
As the Client Relationship Manager at Bay Area Financial Wellness, I serve as your behind-the-scenes partner—organizing, managing, and coordinating the details that keep your financial plan moving forward. Once you and LeAnne decide on the right course of action, I become the manager of the ongoing flow of information and documentation needed to implement and maintain your strategy.
I prepare and organize the data for your review meetings, maintain up-to-date records, and stay alert for any personal or financial changes that may require a shift in your plan. My goal is to ensure you always feel cared for and never have to wonder if something has slipped through the cracks.
If this is the type of relationship you’ve been looking for, I invite you to reach out. You can contact us at (650) 226-6106, visit www.bayareafinancialwellness.com, or email us at info@bayareafinwell.com.
Working With A Financial Professional
The History of Currency
