Leverage Planners Wealth Management, LLC

David Donhoff is a financial advisor at Leverage Planners Wealth Management, LLC in Renton, WA, with nine years of industry experience. He holds a Series 65 designation and has been with Leverage Planners since 2017. Prior to this, he has been involved with No Bull Financial LLC since 2001, where he also engages in insurance sales and services on a limited basis. Leverage Planners primarily serves individual clients, offering discretionary asset management along with comprehensive financial planning and consulting. The firm emphasizes educational outreach through newsletters and public seminars, and employs a combination of fundamental, technical, and cyclical analysis in investment decisions, supported by a third-party sub-advisor for portfolio implementation and tax-efficient strategies.

Brian Gery is a financial advisor at Leverage Planners Wealth Management, LLC in Bellevue, WA. He holds a Series 65 designation and began his advisory career in 2025 following ten years as a full-time student. Leverage Planners Wealth Management primarily serves individual clients with discretionary asset management and comprehensive financial planning. The firm emphasizes educational outreach through newsletters and workshops, and employs fundamental, technical, and cyclical analysis within a client-specific investment process.

Arijeet Singh is a financial advisor with Leverage Planners Wealth Management, LLC in Bellevue, WA. He holds a Series 65 designation and began his advisory career in 2025 after completing ten years as a full-time student. Singh is also licensed as an insurance agent through No Bull Financial, LLC dba Leverage Planners. Leverage Planners Wealth Management primarily serves individual clients with discretionary asset management and comprehensive financial planning. The firm emphasizes educational outreach through newsletters and workshops, using a combination of fundamental, technical, and cyclical analysis in its investment approach.