CF

Cfp® Leotie Fukawa

Product Specialist at Wealthfront

Leotie Fukawa, CFP®, has a diverse work experience that spans several roles in the finance and wealth management industry. Leotie started their career as a Sales Associate at Point 2 Running Company from October 2011 to October 2013. Leotie then worked as a Resident Advisor at Virginia Tech from August 2013 to December 2014.

In 2015, Leotie joined Sullivan, Bruyette, Speros & Blayney, Inc. as a Financial Planning Intern from May to August. This experience allowed their to gain practical knowledge in the field.

Leotie then worked at Wooster Corthell Wealth Management Inc. and held two positions. From July to November 2016, they served as an Associate Advisor. Later, from November 2016 to July 2017, they worked as an Assistant Wealth Manager.

Following their time at Wooster Corthell Wealth Management Inc., Leotie joined Vista Wealth Management, LLC as a Financial Planning Associate from August 2017 to February 2018.

Leotie then joined Grove. as a Financial Planner in May 2018 and continued in this role until August 2019.

Most recently, Leotie worked as a Product Specialist at Wealthfront starting in August 2019.

With their diverse experiences and expertise as a Certified Financial Planner, Leotie Fukawa brings a wealth of knowledge and skills to any organization they join.

Leotie Fukawa, CFP®, completed a Bachelor's Degree in Finance with a CFP® Education Track at Virginia Tech from 2012 to 2016. In addition to their education, they also obtained the Series 66 and Series 7 certifications from FINRA in November 2019 and October 2019, respectively. Furthermore, Leotie is currently pursuing the Certified Financial Planner (CFP) certification from the CFP Board.

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Timeline

  • Product Specialist

    August, 2019 - present

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