Leonard R. Demchak,  CFP<sup>&reg;</sup> - Financial Advisor

Leonard R. Demchak, CFP®

Retirement Planner

ProEquities, Inc.

PO Box 819
Yorba Linda, CA 92885-0819
(714) 381-2534


Leonard Demchak is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at ProEquities, Inc. in Yorba Linda, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • Other - CSA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Investment Management, Estate Planning, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources