David Leonhard, CF2

About David Leonhard

With nearly three decades of experience in the financial services industry, Dave Leonhard is a seasoned advisor known for his unwavering commitment to acting in his clients’ best interests. As a Certified Financial Fiduciary® (CF2), Dave upholds the highest standards of integrity, transparency, and professionalism—principles that have guided his work since the beginning of his career.
Dave founded Capital Peak Financial in 1996, building the firm on the foundational values he learned growing up in a small Northern California town, where he worked in his family’s business. Those early lessons in hard work, ethics, and putting people first continue to shape his client-centered approach today.
A graduate of California State University, Chico, Dave earned his bachelor's degree in 1986 before launching a career dedicated to helping individuals and families pursue their financial goals with confidence and clarity. As a Certified Financial Fiduciary, he is held to a strict code of conduct that ensures every recommendation he makes is based solely on what is best for his clients.
Dave has led countless financial education workshops, retirement planning seminars, and client appreciation events over the years, believing strongly in the power of education to build lasting trust. For him, the most fulfilling aspect of his work is the lifelong relationships he’s built—celebrating with clients as they achieve financial milestones and navigate life’s transitions.
Dave has resided in Venice, Florida since 2007 with his wife of 30 years, Denise. Outside the office, he enjoys tennis, hiking, traveling, and quality time with their two children and two grandchildren.