Robert A. Leland, CRPC®, APMA®

I've had a diverse career in finance, technology, and international business, with key roles like VP at Ameriprise and COO at a tech hedge-fund in San Francisco. Over 22 years, I've honed my skills in investment analysis and financial planning, helping clients for nearly two decades.

Recently, I joined Maven Lane Financial Group and LPL Financial, drawn by LPL's impressive technology and support. I'm excited to work in Maven Lane's collaborative and supportive environment.

Sometimes my international experience helps me work with clients and understand global investments.  I lived in Spain, France and then five years in Tianjin China.  In China I taught international finance at Tianjin University, and then helped build a start-up factory for Caterpillar.  For fun, I opened a Tex-Mex restaurant that drew clients from Beijing and elsewhere just to experience the authentic feeling of a wild west saloon with country music.

I enjoy spending time with my family and projects on my two-acre property.

CRPC conferred by College for Financial Planning.