Leo Wai

Financial Assistant
LPL Financial at Firehouse Financial

CA Insurance License #4010463
NEXT Financial CA Agency Licenses #0I27725/0C7838

Phone Icon (800) 231-1626 Ext. 2485
Email Icon lwai@firefirstcu.org

 

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Leo Wai

 

“I am passionate about helping our members achieve their financial goals. Financial planning isn’t a one-time event—it’s an ongoing process that changes throughout different stages of life. Our team is committed to working with you to create a plan that allows you to focus on what matters most to you.”

 

Specialty

Leo brings his solid knowledge of accounting, retirement plans, and financial planning to support advisors in creating smart, personalized strategies that protect clients’ assets and prepare them for the future.


Education and Experience

Leo studied Business Administration and Accounting at University of Riverside, California. He has worked in the financial services industry since 2019 and joined Firehouse Financial in 2023.

Leo is a Financial Assistant through LPL Financial. He holds his Series 7 and Series 66 licenses. He also holds his FPQP® designation as a paraplanner. He is securities licensed and insurance licensed in CA.

 

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Firefighters First Credit Union and Firehouse Financial are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Firehouse Financial, and may also be employees of Firefighters First Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Firefighters First Credit Union or Firehouse Financial. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value


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