Introducing Our Team
Frederick Leonard, CPA
Johanson & Yau
JY WealthCare, LLC
Review my background on FINRA’s BrokerCheck
Small Business Accounting
Financial Statement Preparation
Mergers & Acquisitions
Personal Financial Planning
Tax Planning & Return Preparation
Wholesale / Distribution
FINRA Series 7 & 66
California Insurance License #0D52949
American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)
San Jose Rotary Club
Children’s Discovery Museum of San Jose, Audit Committee
Catholic Charities of Santa Clara County, Audit Committee Chair
San Jose Rotary Foundation, Audit Committee Chair
Bachelor of Science – Commerce, Santa Clara University
“I strive to become a client’s trusted advisor and enjoy satisfaction in helping them meet their goals.”
I joined Johanson & Yau in 1989 from a big four international accounting firm and served as managing partner from 2000 to 2012. During this time, I helped the firm launch its wealth management practice and join BKR International, a global accounting association of 160 independent member firms in 80 countries.
I have extensive experience helping clients with accounting and tax planning issues, including guidance on both the sale and purchase of businesses. I work closely with my clients throughout the year to address emerging concerns, answer questions and promote smart planning.
I live in San Jose with my wife and we enjoy spending time with our two daughters – and traveling, especially in Hawaii.