Wealth management can mean different things to different people. For Leigh Shimamoto, JD, CFP®, it’s more than just numbers. It’s about building trust and meeting clients where they are. Leigh shares what makes wealth management so rewarding for her, helping clients not just reach their financial goals, but discover new possibilities they hadn’t even considered. Tune in to hear Leigh’s insights on meeting clients where they’re at —both literally and emotionally.
Executive Managing Director at Mercer Advisors | Kellogg MBA | 40 Under 40-Investment News | Forbes Top Advisor
2dAmazing Leigh Shimamoto, JD, CFP®