I have been with Mission Wealth for 16 years and have been very impressed with this firm. The advisors are professional, knowledgeable, and caring toward their clients. They fulfill their fiduciary obligations well and are always looking to improve your portfolio. I strongly recommend them.
Leah Naish MBA, MPS
Based in Houston, Leah helps first generation wealth builders, early retirees, independent women, military families, and veterans navigate retirement and major life transitions with clear, practical guidance.
Ways to Connect
Languages Spoken
- English
- Mandarin
Who Leah Typically Helps
Professionals navigating career or life transitions, early retirees, first-generation wealth builders, military service members, veterans, and their families.
Serving Clients in
Houston • Dallas • Austin • The Woodlands • Highland Park • Communities throughout Texas
Available nationwide through virtual meetings
Questions Leah Helps Answer
- How can I prepare for retirement and create sustainable income?
- What would it take for me to retire early?
- How should a major career change affect my financial plan?
- How can I coordinate financial decisions during a life transition?
- How can I align my money with my personal goals and priorities?
The testimonials included here are from current clients. Clients were not compensated and there are no material conflicts of interest. See our website for a representative list of all testimonials received.
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.
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.
Leah’s Frequently Asked Questions
Clients can expect a thoughtful, straightforward approach focused on understanding what matters most to them. Leah emphasizes clear communication, practical planning, trust, and helping simplify financial decisions. She views money as a tool and works to help ensure it supports the life each client wants to live.
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.
As a member of Women on a Mission, she is part of a firmwide community of women at Mission Wealth committed to connection, education, mentorship, and empowerment. The group reflects Mission Wealth’s broader commitment to supporting women as colleagues, leaders, clients, and community members.
Request an introduction to Leah Naish.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Leah Naish and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor