Richard Leake

Richard Leake’s professional philosophy is centered on a single mission: to provide the honest, transparent advice he believes every investor deserves. As a Senior Planner at Falcon Wealth Planning, Richard is dedicated to a fiduciary standard that places the client’s best interests above all else. Richard brings a unique depth to client relationships by combining holistic financial planning with advanced tax strategy. As an Enrolled Agent (EA)—and a Certified Financial Planner (CFP®)—he specializes in the intersection of wealth management and tax efficiency. He understands that true wealth management is not just about investment returns, but about proactively mitigating tax liabilities to protect what his clients have built. Holding the CFP®, EA, and Chartered Market Technician (CMT®) designations, Richard offers a comprehensive approach for clients who need detailed planning and strategic tax mitigation. His philosophy focuses on stripping emotion from investing, offering guidance that is ethical, client-focused, and clear. A graduate of DePaul University, Richard is a dedicated family man who values his time outside the office. When not serving his clients, he enjoys spending quality time with his family and participating in outdoor activities.