Our Ideal Clients.
Who We Serve.
- Value relationships based on mutual trust and respect
- Are friendly, nice people who respect our staff and our
expertise - Are open, honest, and good communicators
- Have a sense of humor and perspective and don’t take
themselves too seriously - Maintain purpose in their lives, know their ‘why’s’ and
understand that money is the ‘how’
- Aspire to a ‘work-optional’ lifestyle
- Have confidence in a professional to handle their wealth
management and long-term planning needs - Empower us to do our best for them without micromanaging
- Feel a sense of empowerment by listening, engaging,
learning, and acting on professional recommendations - Desire to follow a clear path to financial independence
Joseph Leedom, CRPC®
Principal wealth advisor
I founded Lake Forest Park Financial on the belief that everyone deserves financial advice built on trust, communication, and real-world experience.
As a Chartered Retirement Planning Counselor SM (CRPC®)* with more than two decades of
industry experience, I help individuals, families, and business owners build strategies that evolve as their lives and financial needs grow more complex.
For me, financial advising goes beyond portfolio management. I often serve as a personal CFO and sounding board-helping clients weigh today's decisions against tomorrow's opportunities, navigate the impact of the global economy, and plan for a confident retirement.
To guide this process, I developed the Lakeview Formula - a framework built around seven pillars of financial importance. A successful client relationship, in my view, is a long-term partnership where strategies adapt as life changes.
Launching my independent practice allowed me to put clients at the center of everything I do - offering personalized advice without corporate agendas. That independence ensures the focus remains squarely on helping clients pursue clarity, confidence, and long-term success.
A longtime Seattle resident and University of Washington alum, I live in Lake Forest Park with my wife, Jenny, and our three children-Tristan, Hudson, and Amelia. We embrace everything the Pacific Northwest has to offer, from boating on Lake Washington to exploring local trails and cheering on Seattle's sports teams.
*CRPC conferred by College for Financial Planning.
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
For more information about LPL Financial, visit www.lpl.com.
