Joaquin Leija

Joaquin Leija is a Financial Advisor based in Beverly Hills/Century City, serving a select group of clients across Los Angeles and the West Coast. His clientele includes business owners, affluent families, legal professionals, medical practitioners, emerging entrepreneurs, and entertainment executives. Joaquin provides goals-based wealth management through Merrill Lynch Wealth Management, leveraging a strategic and consultative approach designed to drive client success and preserve financial confidence. His practice focuses on delivering trust, clarity, and exceptional service by understanding the complex and diverse priorities of his clients.

Joaquin’s expertise spans a broad range of financial planning areas including executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, small business strategies, individual and corporate investment strategy, tax minimization, and sports and entertainment financial matters. He assists clients with comprehensive financial planning, active investment management, retirement income planning, trust and estate planning strategies, liquidity event planning, lending, and alternative investments. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).

Joaquin graduated from the University of Washington with a bachelor's degree in finance and is affiliated with the professional organization Phi Kappa Psi. Outside of his professional role, he enjoys drawing and sketching, football, pickleball, soccer, table tennis, watching movies, and spending time with his family. Joaquin’s professional philosophy centers on dedicated purpose, exceptional care, and diligent execution as he serves as a steward to his clients’ financial goals.