Leanne Skelly, AWMA®, CDFA®
President, Wealth Management Advisor
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.
How Working With Me Brings 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 & Adaptability
Life changes. Your financial plan should adapt alongside new priorities, unexpected events, and evolving family dynamics.
✔ Accountability & 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.