Lois Leynse is the founder and Wealth and Tax Advisor of Financial Fitness Center™. She has more than 25 years of experience in the tax industry and more than 17 years in the financial services industry. As an advisory representative with support from HD Vest Investment ServicesSM, she provides an array of advisory and investment services. Lois is in the elite top 1% of nationwide producers within the HD Vest Investment Services. As an Enrolled Agent (EA), she can represent taxpayers before the IRS, prepare tax returns, and assist with tax planning. Lois is honored to be amongst the elite top 1% of nationwide performers within the HD Vest Investment Services organization.
Lois holds securities licenses 6, 7, 63, and 65. Additionally, she is a licensed Enrolled Agent and holds real estate and insurance licenses. She received her bachelor’s degree from Alverno College and attended UC Berkeley Extension and Ohlone College to further her education in accounting, personal finance, and taxation. She grew up on a dairy farm in Wisconsin. Today, she resides in Oakland where she has lived since 1978. Outside of the office, she enjoys playing tennis, hiking, skiing, cheering on the Green Bay Packers and spending time with her family and friends.