Leigh Moglia, CFA®, CFP®
Senior Wealth Advisor
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Leigh is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which joined Beacon Pointe in 2023). Before that, he was a Vice President at Lebenthal Wealth Advisors working with clients on financial planning and portfolio construction. Leigh graduated from New York University with a BA in Economics and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and CFA® charterholder designations in addition to being a member of the CFA® Society of New York. Leigh currently resides in Long Island with his wife and two children. Outside of the office, he enjoys traveling, spending time with his family, and playing the occasional round of golf.