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Robert A. Leanza, RFC®, CFP®

Robert A. Leanza, RFC®, CFP®

Director of Financial Planning

Rob Leanza is the Director of Financial Planning for D.E. Financial Group, LLC. He holds the Registered Financial Consultant (RFC®) and Certified Financial PlannerTM (CFP®) professional designations and has been practicing since 1981. He graduated Summa Cum Laude with a BS in Finance/Investments. Prior to joining D.E. Financial Group, LLC, Rob was the Executive Director of Wealth Crafters Workshops, LLC and participated in teaching over 2 million employees nationally, from 2,000 companies and 750 colleges and universities, the secrets of successful retirement planning.

He has served as the Executive Manager-Financial Planning, CIGNA Financial Services; former President, Wealth Protection Institute, Inc. - catering to protecting the assets and income sources of very wealthy individuals and businesses. Co-Founder & Former Managing Partner, Security Financial Group, Former Chairman & CEO, Affiliated Analytical Design, Inc.; Former Ambassador with the Irvine, CA Chamber of Commerce and was selected to manage its retirement investment accounts. Active member of the Financial Planning Association and the International Association of Registered Financial Consultants. Mr. Leanza has been featured in many written publications including Financial Planning Magazine, Trade West, California Centers, Premier Ideas, California Apartment Owners, Business-to-Business, and the Sonoma County Physician.

  • Life, Health and Disability Insurance licensed
  • California License No. 0624487.
  • Certified Financial PlannerTM Certificate No. 059078
  • Financial Industry Regulatory Authority (FINRA) Licenses: Series 6, 7, 22, 63, 66.
  • California Annuity Certified.
  • Long Term Care Insurance Certified