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Our Financial Planning Process

We manage assets for individuals and families, providing investment management, and financial planning services.

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Office

155 Bovet Road
Suite 455
San Mateo CA 94402

Contact Info

P: 650-525-0600
F: 650-525-0610
TF: 888-525-0602
E: lmaheras@maheraswealthmanagement.com

     

Get in Touch

Leo Maheras is a registered representative with, and securities and advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA

CRPC conferred by the College for Financial Planning

Please note Maheras Wealth Management, Inc. and LPL do not provide legal advice or services.

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