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Leah G

CFP®, Series 66

Rochester, NY

Commonwealth Financial Network

Leah Granger is a CFP® professional with 16 years of industry experience, currently affiliated with Commonwealth Financial Network. She has held roles at Commonwealth since 2017 and is a co-owner of Oakwood Financial Services, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $210 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody and clearing services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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