Edward J. Leach, CFP®, MBA, CEPA® in

Edward J. Leach, CFP®, MBA, CEPA®

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Partner and Wealth Advisor at HIGHLAND Financial Advisors, LLC
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
16 Years
Current Role
Partner and Wealth Advisor
Location
United States
Personality Overview

How Edward shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Edward cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2018
Partner and Wealth Advisor
HIGHLAND Financial Advisors, LLC
6-2014 - 3-2018
Wealth Advisor
HIGHLAND Financial Advisors, LLC
10-2013 - 6-2014
Financial Advisor
Traphagen Financial Group
6-2013 - 10-2013
Financial Analyst - Financial Planning & Analysis
Toys R Us
1-2010 - 5-2013
Financial Advisor
HIGHLAND Financial Advisors, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2014
Master of Business Administration (M.B.A.)
Montclair State University
2010 - 2011
CFP Certification
Fairleigh Dickinson University-Florham Campus
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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