CFO for LPL Strategic Business Solutions
Leon Ying is a Virtual CFO for the LPL Strategic Business Solutions team. He provides advisors with actionable insights based on financial analysis and business plans to help drive higher practice valuations.
Prior to LPL, he worked at an advisor’s office offering back office support and also at a health system Controller’s office auditing budgets and grants.
Leon received a double bachelor of science in economics and psychology from University of California San Diego. He is FINRA Series 7 & 66 registered through LPL, and is pursuing the CFA Level 3. He is currently completing the Weekend MBA program at Berkeley.
Leon was born in Shanghai and grew up in Los Angeles. He enjoys spending time at the beach and eating seafood, and he teaches piano.