Our Qualifications

We take pride in our clientele, which ranges from those just starting out to those who have established accounts. We strive to be accessible, and our dedication to delivering quality service has been demonstrated daily for more than twenty years.

Sam Granato is a former educator who has been in the financial industry since 1979. Sam specializes in tax deferred investing and many of his clients include those in the education field and non-profit organizations.

Laura Leavitt is a 1992 graduate of Cal Poly, San Luis Obispo. She began working in financial services shortly after graduation and has earned the Certified Financial Planner® (CFP®) designation.  To become a CFP® practitioner, she successfully completed a comprehensive course of study culminating in a 10-hour, two day test proving her knowledge in the areas of financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and asset protection.

Laura is securities registered, enabling her to assist California residents with a wide variety of investment strategies. 

As a father and daughter team we maintain continuing personal contact with our clients through appointments, phone calls, seminars, newsletters, and informative mailers.

We provide advice and assistance for a variety of financial planning issues.