Year-end Tax Insights!
Leah Naish
"My time in the military shaped my desire to serve and make a meaningful impact. I am grateful to do work where I can continue that mission while constantly learning and growing to better serve others."
As a Wealth Planner at Mission Wealth, Leah Naish works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Leah delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, Leah leverages her expertise to provide clients with tailored advice and guidance.
Learn About Leah Naish
Professional Background
Leah has a very diverse background that enables her to build strong relationships with people from all walks of life and backgrounds. Her experience in the military, technology sector, and financial services industry is grounded in service to others and helping people achieve their goals. Prior to wealth management, she held senior roles in the tech sector, working closely with executive leadership to drive large scale initiatives and deliver on complex priorities. Her military experience established a foundation of discipline, accountability, and follow through that continues to guide her work today.
In addition to her undergraduate degree in Economics from the University of Hawaii at Manoa, Leah earned an Master of Business Administration from UNC Kenan-Flagler Business School and a Master of Professional Studies in Wealth Management from Columbia University. She focuses on building trust, developing long term relationships and helping clients navigate important financial decisions with clarity and structure.
Personal Pursuits
Outside of work, Leah prioritizes staying active and maintaining routines that keep her grounded. She is a certified yoga teacher and values movement as part of a balanced lifestyle. She also enjoys traveling, exploring new restaurants as a foodie with her family, and regularly reading and listening to podcasts to continue learning and gaining new perspectives.
Community Impact
Leah’s time in the Army, including a deployment overseas, led her to develop a strong passion for helping veterans transition out of the military and into the corporate world while helping them navigate through financial uncertainty. Leah is passionate about supporting veterans and expanding access to financial education and opportunity for first-generation wealth builders.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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