Ian  McLeod,  CFP<sup>&reg;</sup> - Financial Advisor

Ian McLeod, CFP®

AIF®, CIMA®

Advisor

Sustainable Advisors Alliance

870 Market Street, Ste 482
San Francisco, CA 94102
FINANCIAL ADVISOR'S WEBSITE

General

Ian McLeod is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Sustainable Advisors Alliance in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Investment Management Analyst (CIMA®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Retirement, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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