
ABOUT LEANNE
ABOUT LEANNE
Transparency. Truth. People First.
After working in investment firms for over a decade, the conflicts of interest made me sick. Hidden fees, sales quotas, and biased recommendations plague the industry. People need honest, heartfelt advice—not “strategies” tied to commissions.
I provide clear, straightforward guidance on what to do (and not do) with your money.
As a self-employed Financial Planner, my work is 100% commission-free. I have no quotas and won’t let a mutual fund buy me a cup of coffee. I am profoundly unbiased and fiercely people-first.

"My practice is upbeat and warm.
No suits, no jargon.
I help people get clear & confident with money."
Leanne Ozaine

"My practice is upbeat and warm.
No suits, no jargon.
I help people get clear & confident with money."
Leanne Ozaine Smith

"My practice is upbeat and warm.
No suits, no jargon.
I help people get clear & confident with money."
Leanne Ozaine Smith
Hey Leanne, I Need A Plan!
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5 Minutes with Leannne Podcast
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admin@leannecfp.com
Tel. 509-869-6642
1717 S. Rustle Street, Suite 102 Spokane WA 99224
Securities and Advisory Products and Services offered by Registered Representatives through Private Client Services, Member FINRA, SIPC and Registered Investment Advisor. LeanneCFP is an assumed business name for Ascend Financials, LLC. Private Client Services, LLC, LeanneCFP (Ascend Financial, LLC) are unaffiliated entities.

Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Ascend Financials LLC, dba Leanne CFP.com a Registered Investment Advisor. Private Client Services and Ascend Financials LLC are unaffiliated entities
© 2025 by Leanne.
Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Ascend Financials LLC, dba Leanne CFP.com a Registered Investment Advisor. Private Client Services and Ascend Financials LLC are unaffiliated entities
admin@leannecfp.com
Tel. 509-869-66421717 S. Rustle Street, Suite 102 Spokane WA 99224
Securities offered by Registered Representatives through Private Client Services, Member FINRA/ SIPC. Advisory products and services offered by Investment Advisory Representatives through Ascend Financials LLC, dba Leanne CFP.com a Registered Investment Advisor. Private Client Services and Ascend Financials LLC are unaffiliated entities