Leigh D. Washington AAMS™, FPQP^®

At Capital Planning 

Leigh joined Capital Planning in 2017 from American Funds Service Company with over 11 years of customer service experience in a variety of roles including Client Services, Training & Coordination, and Work Management Operations. Leigh’s history of internal and external client support allows him to excel at supporting the Advisory Team and our valued clients. With a passion for serving, a positive and encouraging demeanor, and white glove attention in making sure clients understand how their accounts work, Leigh provides an integral component in the advisory services and education of clients. 

Practice Focus

• Advisory Services & Support
• Onboarding of New Clients
• Digital Tools & Client Integration

Previous Roles & Adventures

American Funds Service Company – Client Services

Education & Designations

• Series 65
• Accredited Asset Management Specialist - AAMS®, College for Financial Planning
• Financial Paraplanner Qualified Professional - FPQP®, College for Financial Planning
• BS in Mass Communication and Media Studies, Arizona State University

When Not at Work

Born and raised in sunny Phoenix, Arizona, Leigh, his wife, and their two twin children relocated to Washington state in 2017 for its beautiful scenery and weather. Perhaps because of his precipitation deprivation growing up, he is especially fond of rainy days and snow. Leigh likes to spend time with family, venture out on weekend camping trips, partake in group fitness classes, and find the best eateries (especially pastries and desserts).