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Andrea Leech

CFP®*

Associate Director

  • Partner

Andrea Leech is an Associate Director in Pathstone’s Bellevue office, serving as a main point of contact for many of Pathstone’s high net worth and ultra-high net worth families.  Passionate about serving clients with complex financial needs, Andrea works to create, customize, and implement financial planning solutions to meet current and legacy financial planning objectives which encompass the next generation, philanthropy, private foundations, and customized ESG portfolio solutions.  She serves as a liaison to seamlessly integrate her clients’ family office needs across partnerships with the client’s CPA, estate planning counsel, insurance brokers, and other professionals.  Andrea is well-versed in strategic modeling, evaluating and implementing estate planning solutions, managing cash flows, and administering estates and trusts.  In addition, Andrea serves as a valuable resource within Pathstone’s client advisory team and regularly provides guidance to Pathstone’s advisors and senior advisors.

Andrea began her financial planning career in 2006 with Cornerstone Advisors, Inc. where she last served as a Director, Associate Client Manager.

Andrea graduated from City University of Seattle with a Bachelor of Science in Business Administration.  She is a current Certified Financial Planner TM professional and held a Professional in Human Resources ® certification through 2011.

Andrea lives in Renton, WA, and enjoys quality time with her husband and two dogs.  She has a passion for wellness and fitness and has various creative outlets such as arts and crafts.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Group

Partner

Client Service Team

Investment Advisory

Certification

CFP®*

Office

Bellevue, WA

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Andrea Leech is an Associate Director in Pathstone’s Bellevue office, serving as a main point of contact for many of Pathstone’s high net worth and ultra-high net worth families.  Passionate about serving clients with complex financial needs, Andrea works to create, customize, and implement financial planning solutions to meet current and legacy financial planning objectives which encompass the next generation, philanthropy, private foundations, and customized ESG portfolio solutions.  She serves as a liaison to seamlessly integrate her clients’ family office needs across partnerships with the client’s CPA, estate planning counsel, insurance brokers, and other professionals.  Andrea is well-versed in strategic modeling, evaluating and implementing estate planning solutions, managing cash flows, and administering estates and trusts.  In addition, Andrea serves as a valuable resource within Pathstone’s client advisory team and regularly provides guidance to Pathstone’s advisors and senior advisors.

Andrea began her financial planning career in 2006 with Cornerstone Advisors, Inc. where she last served as a Director, Associate Client Manager.

Andrea graduated from City University of Seattle with a Bachelor of Science in Business Administration.  She is a current Certified Financial Planner TM professional and held a Professional in Human Resources ® certification through 2011.

Andrea lives in Renton, WA, and enjoys quality time with her husband and two dogs.  She has a passion for wellness and fitness and has various creative outlets such as arts and crafts.

 

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.