Introducing Our Team

Accountants and advisors to Silicon Valley since 1979.

Frederick Leonard, CPA

Of Counsel
Johanson & Yau

Financial Advisor
JY WealthCare, LLC

Review my background on FINRA’s BrokerCheck

Frederick Leonard, CPA
SERVICES

Business Consulting
Small Business Accounting
Financial Statement Preparation
Mergers & Acquisitions
Personal Financial Planning
Succession Planning
Tax Planning & Return Preparation

INDUSTRIES

Construction
Healthcare
Manufacturing
Professional Services
Real Estate
Technology
Wholesale / Distribution

LICENSES

FINRA Series 7 & 66
California Insurance License #0D52949

PROFESSIONAL MEMBERSHIPS

American Institute of Certified Public Accountants (AICPA)
California Society of Certified Public Accountants (CalCPA)

COMMUNITY INVOLVEMENT

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

EDUCATION

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.

 

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment Advisory Services offered through 1st Global Advisors, Inc. We have individuals registered to offer securities in the states of AZ, CA, CT, GA, MA, ME, NH, OR, PA, TX, VA, and WA. This is not an offer to sell securities in any other jurisdiction. Placing insurance business through 1st Global Insurance Services, Inc. Barbara Holian Kong, CFP® – CA Insurance #0A26929. David R. Davis, CPA/PFS – CA Insurance #0E01220. Frederick Leonard, CPA – CA Insurance # 0D52949. Sheryl Peterson, CPA – CA Insurance #0D84349. Byron Ishiwata, CPA – CA Insurance #0E32247. Elier Peraza, CFP® – CA Insurance #0K42603