Leila Schaefer
Principal and Financial Advisor at Mosaic Wealth Strategies, LLC, A Registered Investment Advisor | Greenville, South Carolina, United States
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As Principal and Financial Advisor at Mosaic Wealth Strategies, LLC, I, Leila Schaefer, am dedicated to empowering women to achieve financial clarity and confidence. Our firm, a unique mother-daughter partnership, thrives on the belief that financial planning should be a collaborative and nurturing experience. We understand that women often face distinct challenges in their financial journeys, and we are committed to providing tailored strategies that address these needs.
In my role, I leverage my expertise in multi-generational wealth transfer, retirement planning, and comprehensive financial planning to guide clients through every stage of their financial lives. One of my key projects involves developing personalized investment strategies that align with our clients' values and long-term goals. I also focus on educating clients about the importance of proactive financial management, ensuring they feel equipped to make informed decisions.
At Mosaic Wealth Strategies, we prioritize creating a supportive environment where clients can thrive. By fostering open communication and trust, we help clients navigate complex financial landscapes with ease. My passion for financial literacy extends beyond individual client interactions; I actively engage in community outreach programs aimed at empowering women with the knowledge and tools necessary for financial independence. Through my work, I strive to instill peace of mind in our clients, enabling them to embrace their financial futures with confidence and certainty.
Principal and Financial Advisor at Mosaic Wealth Strategies, LLC, A Registered Investment Advisor in January 2018 to Present
Financial Adviser at Eagle Strategies, LLC in October 2014 to December 2017
Financial Services Professional at NYLIFE Securities LLC in March 2012 to December 2017
Agent at New York Life Insurance Company in August 2009 to December 2017
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Multi-generational wealth transfer
Account Management
Retirement Planning
Investments
Financial Planning
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What is Leila Schaefer email address?
Email Leila Schaefer at [email protected] and [email protected]. This email is the most updated Leila Schaefer email found in 2026.
What is Leila Schaefer phone number?
Leila Schaefer phone number is +18033157102.
How to contact Leila Schaefer?
To contact Leila Schaefer send an email to [email protected] or [email protected]. If you want to call Leila Schaefer try calling on +18033157102. (updated on November 04, 2024)
What company does Leila Schaefer work for?
Leila Schaefer works for Mosaic Wealth Strategies, LLC, A Registered Investment Advisor
What is Leila Schaefer's role at Mosaic Wealth Strategies, LLC, A Registered Investment Advisor?
Leila Schaefer is Principal and Financial Advisor
What industry does Leila Schaefer work in?
Leila Schaefer works in the Financial Services industry.
Leila Schaefer Email Addresses
Leila Schaefer Phone Numbers
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