Melissa Louise Leonard
Investment adviser representative at Cairn Financial Planning
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
7 years in the industry.
- Foundation Financial PlanningMay 2023 to now
- Cairn Financial Planning, LLCApr 2023 to now
- Blue Water WealthMar 2023 to May 2023
- UnemployedJun 2022 to Feb 2023
- Facet WealthMay 2021 to May 2022
- Moss AdamsSep 2018 to May 2021
- Cornerstone Advisors, Inc.Oct 2016 to Sep 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Cairn Financial Planning
Legal name: Cairn Financial Planning, LLC
$0Assets managed
0Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6107919
- Firm CRD
- 326908