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Konner D

Series 65

Kennewick, WA

DeLeon Wealth LLC

Konner De Leon is a financial advisor with DeLeon Wealth LLC in Kennewick, WA, holding a Series 65 designation and three years of industry experience. His prior work includes roles at Brighton Jones LLC and DeLeon Insurance & Financial Services, LLC, as well as a background that includes full-time studies and early employment in the hospitality sector. DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to create client-specific portfolios, offers direct indexing through sub-advisors, and integrates ongoing financial planning without a separate fee.

Social Security optimization General tax planning Equity compensation tax strategy Retirement withdrawal strategies ESG / Sustainable investing Founder/Business Owner Executive
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Devyn D

CFP®, Series 65

Kennewick, WA

DeLeon Wealth LLC

Devyn Deleon is a CFP® and holds a Series 65 license, serving as a financial advisor at DeLeon Wealth LLC with four years of industry experience. Prior to joining DeLeon Wealth, Devyn worked at Brighton Jones LLC and Russell Investments. DeLeon Wealth LLC provides discretionary and non-discretionary investment management and standalone financial planning to individual clients. The firm combines fundamental and technical analysis with Modern Portfolio Theory to build customized asset allocations and integrates financial planning into the asset-management relationship, offering access to direct indexing through sub-advisors and accommodating client-specific restrictions.

Social Security optimization General tax planning Equity compensation tax strategy Retirement withdrawal strategies ESG / Sustainable investing Founder/Business Owner Executive
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