Lois Leynse is the founder of Financial Fitness Center™ and she is the primary Wealth and Tax Advisor at the firm. With more than 30 years of experience in the tax and financial services industries, Lois has the unique ability to compliment her financial strategies with her knowledge of tax law to optimize results for her clients. As an advisory representative with support from HD Vest Investment ServicesSM, Lois can provide her clients with a wide array of advisory and investment services. Due to her hard work, broad knowledge base and experience, plus the dedication she extends to her clients. Lois is amongst the elite top 1% of nationwide producers within the HD Vest Investment Services organization.
Lois holds securities licenses 6, 7, 63, and 65. Additionally, she is a licensed Enrolled Agent (a highly trained tax specialist who can represent taxpayers before the IRS, in addition to preparing complicated tax returns and tax planning) and she holds real estate and insurance licenses. Lois 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.