Carl Leiva
Senior Registered Client Associate
Carl Leiva, is a seasoned Registered Client Associate, bringing an extensive background and a passion for wealth management to his role. Carl embarked on his journey in the financial and investment industry in 1996, driven by the dynamic and exhilarating nature of the stock market. What captivates him most about this field is the profound opportunity it presents to assist individuals in achieving their financial aspirations. His dedication to his career is fueled by his intrinsic people-oriented nature, finding deep satisfaction in being a reliable presence for clients in their times of need. His commitment to delivering exceptional service is unwavering, a testament to his personal investment in the success and well-being of those he serves. He is proficiently licensed with series 7 and 66 registrations and holds a life insurance license in multiple states including California.
He is proud to align his expertise with TSG, a practice recognized for its leadership within the industry. TSG’s commitment to wealth management excellence and its assembly of top-tier professionals resonate deeply with Carl, affirming his decision to contribute to such a distinguished team.
Emerging from the vibrant cultural mosaic of Los Angeles, California, Carl grew up with a fascination for technology and economics. His adventurous spirit has taken him across the globe, residing in places like Spain, Chile, and Seattle, Washington. Carl’s penchant for travel reflects a deep appreciation for global heritage, with Europe and South America holding a special place in his heart. The historical richness of Andalusia Spain, Paris France, London England, Tuscany Italy, Bavaria in Germany, Hawaii, Mexico, and Rio de Janeiro Brazil, alongside their unparalleled beauty, rank as his most cherished travel destinations.
Family is the cornerstone of Carl’s life; he celebrates 28 years of marriage with his wife, Liliana, and is a devoted father to their three children. His eldest, Alessandro, is pursuing a career in cybersecurity and Artificial Intelligence, while Leilani is setting her sights on the medical field. Their youngest, Andre, has shown a keen interest in astronomy and physics. The family is also accompanied by a beloved Maltese-Poodle, adding to their joy and companionship.
An enthusiastic sports fan, Carl roots for the Dodgers and the San Francisco 49ers,
showcasing his enduring support for baseball and football. His commitment to making a positive impact extends beyond his professional and personal life, as evidenced by his volunteer missionary work performed in the early 2000’s in South America.
CA Insurance License Number: 0E64784. Resident State CA.