Melissa Louise Leonard

Employer firm

Cairn Financial Planning CRD 326908

17 advisory clients

Reported services (Item 5G)

Financial planning

From the firm’s Form ADV. Read the guides:

Current Employers

Cairn Financial Planning

Bologna • Italy

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-04-27
WA	RA	APPROVED	2024-01-02

TX RA
APPROVED

Since 2026-04-27
WA RA
APPROVED

Since 2024-01-02

Branch Locations

Bologna • Italy

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cornerstone Advisors, Inc.	Bellevue	WA	10/2016	09/2018
Moss Adams	Seattle	WA	09/2018	05/2021
Facet Wealth	Seattle	WA	05/2021	05/2022
Blue Water Wealth	Seattle	WA	03/2023	05/2023
Unemployed	Seattle	WA	06/2022	02/2023
Foundation Financial Planning	Seattle	WA	05/2023	Present
Cairn Financial Planning, Llc	Seattle	WA	04/2023	Present

10/2016 → 09/2018

Cornerstone Advisors, Inc.

Bellevue, WA
09/2018 → 05/2021

Moss Adams

Seattle, WA
05/2021 → 05/2022

Facet Wealth

Seattle, WA
03/2023 → 05/2023

Blue Water Wealth

Seattle, WA
06/2022 → 02/2023

Unemployed

Seattle, WA
05/2023 → Present

Foundation Financial Planning

Seattle, WA
04/2023 → Present

Cairn Financial Planning, Llc

Seattle, WA

Previous Registrations

2023-03-20 → 2023-05-09

Blue Water Wealth

Seattle, WA
2021-06-09 → 2022-06-13

Facet

Seattle, WA

West Palm Beach, FL
2018-10-09 → 2021-06-16

Threadline Wealth

Bellevue, WA
2016-10-28 → 2018-10-03

Cornerstone Advisors Inc

Bellevue, WA

Other Businesses

Melissa Leonard is currently employed as a Paraplanner for Foundation Financial Planning, which is investment related, located at 7000 Cresheim Rd, Philadelphia, PA 19119. Foundation Financial Planning is outsourced financial planning for financial professionals. Melissa Leonard started this position in May 2023 and spends approximately 10 hours per month on this OBA. Her duties include: review data from financial professionals, organize it, and enter it into financial planning software (such as eMoney or Money Guide Pro). Then draft an executive summary that outlines the scope, assumptions, results, scenarios, and recommendations of the financial plan. The financial professional is responsible for presenting the plan and reports to their client.

Designations

Certified Financial Planner

View on SEC IAPD