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Leanne D

Series 63, Series 66

Long Beach, CA

Wealthspring

Leanne Drayton is a financial advisor at Wealthspring with 26 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Deutsche Bank Securities Inc. and Commonwealth Financial Network. Drayton has been with Wealthspring and Commonwealth Financial Network since 2026. Wealthspring serves individual investors, pension plans, charitable organizations, and businesses, offering investment advisory, financial planning, retirement-plan consulting, and portfolio management. The firm employs a primarily discretionary asset-management process that integrates various analytical methods and supports ongoing financial planning for its clients.

Retirement income strategy Business succession planning Tax-loss harvesting Executive Founder/Business Owner
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Taryn L

CFP®, Series 66

Long Beach, CA

Wealthspring

Taryn Lee is a CFP® and Series 66-licensed financial advisor at WealthSpring with 21 years of industry experience. She has worked at several firms, including Commonwealth Financial Network and Kms Financial Services, Inc. Lee is also involved in fixed insurance sales conducted at her branch location. WealthSpring Partners serves a diverse client base, including individual investors, pension plans, charitable organizations, and municipal entities, offering investment advisory, financial planning, retirement consulting, and portfolio management. The firm employs a primarily discretionary asset-management approach that incorporates various analytical methods and proprietary model programs, with an emphasis on ongoing financial planning.

Retirement income strategy Business succession planning Tax-loss harvesting Executive Founder/Business Owner
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