Marcus Leung is a financial advisor who helps clients discover what they truly want their money to do for them and then crafts authentic financial plans that reflect their personal values.

• Based in Dublin, CA
• Serves clients in 15 states
• Empathy-driven financial planning
• Holistic wellness integration
• Integrity-first approach

Marcus helps clients identify their deeper intentions and understand their financial situation, then aligns their actions with those intentions to create meaningful financial outcomes. His approach combines empathy-driven financial planning with mental wellness support and leverages his tech connections and personal network to provide holistic solutions beyond traditional financial advice.

Based in Dublin, California, Marcus serves clients across 15 states, providing significant geographic reach for his financial planning services.

Marcus creates a safe environment where clients feel comfortable being vulnerable and transparent about their true financial goals. His integrity-first, empathy-driven approach integrates mental wellness and leverages his personal and tech networks to deliver holistic financial solutions that go beyond traditional advice.

Marcus works best with professionals who value a holistic, empathy-driven approach to financial planning, including life and business coaches, therapists, estate attorneys, CPAs, wellness practitioners, and personal development consultants. His ideal clients seek long-term relationships and deeper, meaningful financial guidance aligned with their personal growth and values.

Marcus is a coffee enthusiast who believes the best financial conversations happen when people feel genuinely heard and understood.