Leah Pattison is a Financial Planner at Summit Financial. Born and raised in Southern California, she knows firsthand that life is meant to be enjoyed—and clients shouldn’t have to spend it stressing about their financial future. Leah has built her career around creating thoughtful financial plans that help clients worry less and enjoy more.
Leah earned her Bachelor of Science degree from West Coast University in 2016 and was nominated to the Sigma Phi Alpha Honor Society by her peers and professors. After beginning her career in healthcare, Leah found her way into the financial services industry in 2019 and quickly discovered a field where her skills and passion could flourish. She is dedicated to serving as a fiduciary for individuals and company retirement plans, building meaningful relationships and helping clients feel confident about their financial future.
Outside of work, Leah enjoys CrossFit, a good glass of wine, beach volleyball, and cheering on the Los Angeles Kings. In 2024, Leah and her husband, Dexter, welcomed their first baby, Leroy Pattison. Leroy has been the crowd favorite among everyone except their Cane Corso, Maz who thinks she should be the only baby in the house.
Qualifications:
- CERTIFIED FINANCIAL PLANNER™
- Certified Plan Fiduciary Advisor (CPFA) Designation
- California-licensed insurance professional
- Financial Industry Regulatory Authority (FINRA) Series 6,7, 63 and 66 license holder
- Long Term Care Professional
- Investment Advisor Representative