Broker Check
Leah Pattison, CFP®

Leah Pattison, CFP®

Financial Advisor / Investment Advisor Representative

Leah Pattison is a Financial Planner at Summit Financial. Born and raised in Southern California,
she is no stranger to the sunshine and understands clients don’t want to spend time stressing
about their financial future. She has developed a career out of creating financial plans for our
clients that ensure clients enjoy more and worry less.

In 2016 Leah received her Bachelors of Science degree from West Coast University.
Additionally, she was nominated into the Sigma Phi Alpha Honors society by her peers and
professors. Leah began her working career in healthcare, but fate landed her in the Financial
Services sector. Upon entering the financial services industry in 2019, she immediately knew
this was the industry where her skill set would flourish. She is dedicated to serving in a fiduciary
capacity for individuals and company retirement plans. Whether she is meeting a client for
coffee in Costa Mesa, or calling to see how the new job is going, she is always happy to
empower and support those we work with.

When not working, she can be found at CrossFit, enjoying a glass of wine, playing beach
volleyball, and cheering for the Los Angeles Kings hockey team. Leah and her husband have an
Italian Mastiff named Mazikeen.


Qualifications:

  • 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