Our Team

Leo is a CERTIFIED FINANCIAL PLANNER™ professional and founder of Maheras Wealth Management, Inc. He has also earned the Certified Management Analyst (CIMA®) and Chartered Retirement Planning Counselor (CRPC®) credentials. After more than 20 years of experience at some of the nation’s leading financial institutions including Morgan Stanley, Merrill Lynch and LPL Financial, Leo’s passion for superior client service and his desire to provide independent financial advice, led him to form Maheras Wealth Management, Inc.

Leo’s team helps successful, active, multicultural, technology/biotechnology executives, and people in life’s transition (within five to 10 years before retirement) to prepare for all aspects of a successful retirement to live a full life.

We believe in developing long term trusting partnerships to help solve the financial puzzle of how one reaches their financial goals with high confidence.

The method Leo’s team uses to help clients envision the future and place all the puzzle pieces together include:

• In-depth discovery and active listening help us understand what matters most to each client.
• A readiness to collaborate with tax and estate professionals on our clients’ behalf to integrate and persue their financial goals.
• A commitment to exceed clients’ expectations around accessibility, responsiveness, and follow-through.

Over the course of his career, Leo has received numerous honors. He holds a master’s degree from California State University, Sacramento, a Bachelor of Science degree from UC Davis and is a member at Church of the Holy Cross. He is also a member of the American Hellenic Educational Progressive Association (AHEPA) and a AYSO soccer referee. Leo resides in Belmont, CA with his wife and two daughters. Leo enjoys playing soccer, reading, traveling, and spending time with his family.

CA Insurance Lic. # 0D09242

Kristin started her journey in the financial services arena in 2000.  Working with independent financial advisors for 5 of those years, Kristin brings a wealth of hands-on administrative know-how to our office. With her passion for and knowledge of day-to-day administrative tasks, Kristin strives to assist you in achieving your individual goals.

Kristin lives in Southern California with her partner Anthony and their two children. In her down time, she enjoys hiking, reading a good book and movie nights with her family.

Meredith is part of LPL Business Solutions, a service that provides industry-trained LPL
professionals who can simplify operations and streamline advisors' practices. She
partners with advisors to provide support on administrative tasks and client management
functions.

Meredith has worked in the financial services industry for over six years. Prior to joining
LPL, she worked at the First National Bank of Omaha. She joined LPL in 2021 to apply her
experience working with advisors in the Admin Solutions Program.

Meredith enjoys reading and spending time with family in her spare time. After living
in the Midwest for 15 years, Meredith and her family moved back to the East Coast to
fulfill a dream of living near the ocean.