Our Team
Meet Our Expert Financial Team in Southern California
Our team at The Leonard Financial Group, LLC provides excellent financial advice and services to clients in southern California. We handle everything from financial planning to cash flow. We can assist you with various tasks and help improve your financial well-being. Please meet with our financial advisors to start your journey toward better security and financial independence. Our team keeps reliable and consistent records. We work hard to provide consistent quality service. We offer error-proof calculations and statements and set a clear direction for you or your business. Our representatives will help you navigate the twists and turns of your financial life with confidence.
Karl Leonard Hicks
CFP®, AEP, MBA Financial Planner
Karl Hicks is a network administrator with over 15 years of experience in financial services. He grew up in Riverside and earned his MBA at California Baptist University. Mr. Hicks earned his CFP® certification in 2004 and the Accredited Estate Planner (AEP) from the National Association of Estate Planners and Councils in 2019. He is highly skilled with numbers and mathematics and enjoys using his knowledge to help clients find a clear path toward financial independence. MR. Hicks says, "I know so many people who are frustrated with math and numbers, and when it comes to their finances, that’s such a detriment. I’ve always enjoyed being able to help people understand how their finances can help their lives—and how their finances are a tool to help them achieve other things. It’s the field I enjoy, and I’ve always thought you should work at something you enjoy.” He and his wife have a daughter and three sons. Mr. Hicks enjoys pursuing musical interests and playing basketball with his kids in his free time.
Micki Hicks
Investment Advisor Representative
Stay tuned, Micki's bio is coming soon.
Dolores Rodriguez
Administrative Assistant
Our administrative assistant, Dolores Rodriguez, helps ensure the firm operates smoothly and efficiently. She has more than 10 years of experience in the field and utilizes disciplined prioritizing to keep on track. She handles everything from clerical and bookkeeping tasks to travel itineraries, quarterly portfolio report inputting, monthly invoices, and fund prospectus information management. “Things change by the second,” she says, “and sometimes it’s pretty hectic.” She keeps her cool and stays organized to help everyone in the firm. Mrs. Rodriguez is native to the Los Angeles area. She and her husband have been married for twelve years and have two sons. In her free time, Mrs. Rodriguez enjoys dancing and sightseeing.
Our Friendly and Hardworking Team Is Here to Help
Our dedicated team is committed to financial excellence. Our advisors, assistants, and accountants will build a unified financial plan to help you meet your goals. We’ll provide you with a clear plan and personalized investment strategies to set you on the right path. Our team is here to give you the continual guidance and structure you need to get where you need to be. We offer a broad range of experience with professional advice and business solutions to represent and support your best interests.