Scott A. Leonard, CFP®

Scott A. Leonard, CFP™ is Senior Economist, Chief Investment Officer (CIO) and a Founding Partner of Trovena, LLC and OnCubic, LLC. His credentials include Certified Financial Planner™ (CFP), and Certified Estate Adviser (CEA™).

In addition to running Trovena and OnCubic, Mr. Leonard is an instructor at UCLA Extension, teaching courses in the financial planning certificate program. He is also an instructor and Dean of the School of Investments for NAPFA University. He is a national speaker on investment and wealth management issues.

Mr. Leonard is a frequently published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly "Money Make-Over" column.

Some of his television and radio appearances include: NBC Nightly News, Extra, National Public Radio’s Market Watch and KCAL 9 News.

Mr. Leonard is widely recognized among the business media as an industry expert, his analysis and opinions on advanced wealth management issues are frequently featured in national publications including The Wall Street Journal, USA Today, Money Magazine and Kiplinger’s Personal Finance.  Visit our Media Center to see Mr. Leonard in the news.

Scott assumes a leadership role within the financial planning and wealth management profession, holding numerous board positions with esteemed associations, including: Current President of NAPFA, West Region, Past president and chair of the Financial Planning Association, Los Angeles Chapter and multiple positions on national committees dealing with ethics and professionalism in the financial services industry.

Mr. Leonard graduated from the University of California, Los Angeles (UCLA) in 1990 with a Bachelor of Science degree in Economics. His CFP™ credential was earned in 1994 and his CEA™ certificate in 2002.

Mr. Leonard spends his personal time with his wife, Mandi, and sons, Griffin, Jake and Luke, enjoying the many benefits of life on the Pacific Coast: sailing, surfing and bike rides on "the Strand".

Being located in the South Bay, Mr. Leonard works a great deal with executives in the aerospace community, and specialized is working with current and former employees of Northrop Grumman and the former companies now owned by Northrop Grumman.

Christopher Van Slyke, CFP®

Christopher P. Van Slyke is a partner and co-founder of Trovena, LLC, a multi-family office that provides a unique brand of financial advice to successful entrepreneurs.

Christopher has been active in the financial community of Southern California since 1992 when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, Mr. Van Slyke has been an independent wealth manager and entrepreneur. Mr. Van Slyke is a past member of the Board of Directors of The Financial Planning Association of San Diego and Los Angeles as well as the Western Region Board of Directors for NAPFA.

Mr. Van Slyke holds a BA in Finance from the The University of Texas at Austin as well as an MBA in Finance from the The University of Southern California.

He has been quoted or published in The Wall Street Journal, The San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, the Del Mar Times, Money Magazine, and MorningstarAdvisor.com. Visit our Media Center to see Mr. Van Slyke in the news.

Speaking Engagements: Vistage, Rotary, CALPERS, TDAmeritrade, Tiger 21.

Eric Toya, CFP®

Eric S. Toya is a Vice President and CERTIFIED FINANCIAL PLANNER™ practitioner with Trovena, LLC.  His career in financial services began more than fifteen years ago, with experience at banking, insurance and investment management firms.  Mr. Toya accompanies his diversified financial background with an expertise in portfolio management, estate planning, tax strategies, and charitable gift planning.

Mr. Toya has completed the CFP™ professional education program from the College for Financial Planning and earned the CFP designation in 2007.  He holds a Bachelor’s Degree in Finance and Accounting from the University of Southern California.

Mr. Toya is a member of NAPFA and the Financial Planning Association.  Currently, Mr. Toya is a member of the Financial Planning Association, Los Angeles Chapter Board of Directors.

Mr. Toya has been quoted in national publications, including the Los Angeles Times, The Wall Street Journal and Money Magazine.  Visit our Media Center to see Mr. Toya in the news.

Anthony G. Ferreira, CFP®

Anthony G. Ferreira is a CERTIFIED FINANCIAL PLANNER™ practitioner with Trovena, LLC. He launched his career after graduating from San Diego State University with a BS in Financial Services. His expertise covers the areas of estate planning, tax efficient investment strategies, retirement planning, portfolio management, risk management, and benefits planning. In addition to his planning portfolio design and trading responsibilities at the firm, Anthony is also the Chief Compliance Officer and is responsible for office management and technology development and deployment.

Anthony is a member of the Financial Planning Association of San Diego and has served on the committee for the Director of Communications.

As a native San Diegan, Anthony has volunteered in community improvement projects such as CAN - Committed Active Neighbors and others. As a professional, he provides exceptional service by delivering unbiased, personalized financial advice and comprehensive plans to clients. Visit our Media Center to see Mr. Ferreira in the news

Debra L. Morrison, CFP®, MS, AEP

Responsible for client relationships, Debra brings 30 years experience in the personal financial and investment planning profession. She is a frequent speaker at industry association meetings and public seminars on topics including retirement planning, investments and Women’s Investing—How to Avoid Becoming a Bag Lady.

Debra is a member of the prestigious Executive Women of New Jersey, the Financial Planning Association, the National Association of Female Executives, and the National Association of Women Business Owners. She is listed in Marquis’ Who’s Who in Finance and Industry & Who’s Who of American Women, as well as Nationwide Register’s Who’s Who in Executives and Business.

In 2007 Debra was honored as a Woman of Influence in Finance by the Women’s Fund of New Jersey. Her latest achievement can be viewed in NJBIZ magazine where Debra is honored as one of New Jersey’s Best 50 Women in Business 2008. Debra has served on the Development Committee for both The Women’s Fund of New Jersey and the Wayne Chamber Orchestra, and served on the Philharmonic Orchestra of New Jersey Board of Directors. She is currently the President of the prestigious Estate Planner Council of Bergen County and Treasurer of the Kirkridge Retreat Center Board of Directors.

Debra received her Bachelor of Science in Business Administration, a Masters of Science in Retirement Planning and holds the CERTIFIED FINANCIAL PLANNER™ and Accredited Estate Planner designations. She has appeared on CNN, ABC, MSG’s MetroMoney and CNNfn and has been quoted in The Wall Street Journal, USA Today, Money, Nation’s Business, Journal of Financial Planning, Reader’s Digest, Garden State Woman Magazine, The Star Ledger, Investment News, Family Money, Silk Purse Magazine, America Online’s Moneywise and The Daily Record.

She is a sought after international motivational speaker, whose passion is empowering older women and couples about their finances as described at www.msmorrisonspeaks.com  and www.canwetalkmoney.com respectively.  She enjoys skiing, scuba diving and golf, and volunteers for Special Olympics and Habitat for Humanity. Visit our Media Center to see Ms. Morrison in the news.

Charles L Stanley CFP® ChFC AIF®

Charles Stanley is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant and holds the Accredited Investment Fiduciary® designation. For more than twenty years Mr. Stanley has served retired physicians, business owners, corporate executives, retirees and many widows helping them with their estate planning, tax strategies, risk management, investment selection, business succession, and retirement planning. After twenty years in Christian ministry, Mr. Stanley spent four years as a corporate executive before entering the personal financial planning field.

Mr. Stanley has been involved in the local financial community having served multiple years on the Board of the San Diego Chapter of the Financial Planning Association and is a member of the National Association of Personal Financial Advisors (NAPFA). He is also an active member of the Escondido Rotary Club.

He attended the University of California at Santa Barbara, Friends University and graduated with honors from LIFE Pacific College in San Dimas, CA. He obtained his Chartered Financial Consultant designation from the American College. He has earned the Accredited Investment Fiduciary® (or AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility.

He is a co-author of T.A.S.K. – The Trusted Advisors Survival Kit published by LexisNexis. He is the founder and editor of Capital Markets U.com Magazine – Investor Education for Main Street America. He recently published Forewarned is Forearmed: How to Make an Annuity Purchase (or not) You Will Never Regret. He has been quoted or published in The Journal of Financial Planning, The San Diego Union Tribune, The San Diego Daily Transcript, The American Funeral Director Magazine, The Canadian Funeral Director Magazine, The Bottom Line – Independent Voice for Canada’s Accounting and Financial Professionals, Financial AdvisorPro, The Family Business Advisor, The Christian Businessman Magazine and was a contributing author to How to Manage a Million Dollars . . . or less. He hosted “Senior Money” a radio talk show heard on KCEO AM 1000 and has appeared as an expert witness in both NASD Arbitration and in the San Diego Superior Court. Visit our media center to see Charles Stanley in the news.

Morgan H. Smith Jr. IMBA, CFP®

A native of Coronado, California, Morgan brings 20+ years of experience in leadership positions in finance, business development, and education. He has lived and travelled abroad extensively, cultivating a unique perspective and insight into the interrelationship between investments and successful investors.

Morgan specializes in wealth management for high net worth private clients, charitable organizations, and investment plans requiring a disciplined fiduciary process. Typical clients are not looking for get rich quick schemes but are more concerned about intelligent planning and smart growth with lower risk.

Morgan graduated from the University of San Diego cum laude with a B.A. in Computer Science and was commissioned as an officer in the United States Navy. After receiving his Naval Flight Officer wings, he was based out of NAS Miramar and made numerous deployments with Fighter Squadron Fifty One in the F-14A Tomcat, including combat operations in the Persian Gulf.

As an Assistant Professor of Naval Science at the University of San Diego, he taught engineering and leadership and management to university students and received an International MBA. Morgan also holds the CERTIFIED FINANCIAL PLANNER™ credential.

Morgan has been a frequent speaker to many professional organizations and has appeared on CNBC and Fox Business New Live. He is President of the Mahabodhi Buddhist Charitable Organization, serves on the development board for the Center For Community Solutions, and is a founding member of Strategic Trusted Advisors Roundtable San Diego. Visit our media center to see Morgan Smith in the news.

CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo) are certification marks owned by Certified Financial Planner Board of Standards Inc. These marks are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The AIF®, ACCREDITED INVESTMENT FIDUCIARYTM is an advanced designation awarded by the Center for Fiduciary Studies. It is the first and only designation that illustrates knowledge and competency in the area of fiduciary responsibility. Holders of the AIF® mark have successfully completed a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination and ongoing education requirements.

Contact Us Today!