Bay Area Financial Wellness is a financial planning practice led by Leanne Skelly, AWMA® and CDFA®, serving clients as they navigate retirement, investing, divorce, and other life transitions. Working with LPL Financial, the practice emphasizes values-based, personalized planning and ongoing guidance, helping clients make informed decisions about their financial futures. Its services include retirement and income strategies, tax-efficient strategies, values-based wealth planning, divorce planning, and continuing support.

The practice also offers guidance related to investments, estate planning, insurance, and broader financial goals, with resources covering topics such as retirement, taxes, money, and lifestyle. Bay Area Financial Wellness aims to make financial planning clear and process-driven, combining education, careful planning, and actionable advice. It supports people at different stages of their financial journey, from early investors to experienced wealth-builders, and invites prospective clients to schedule an initial conversation.

The firm notes that investing involves risk and that it does not provide legal or tax advice; clients should consult appropriate professionals about their individual circumstances