Don't Worry, You're not going to feel left out of the conversation any longer.
WE UNDERSTAND THAT NAVIGATING THE WORLD OF FINANCE CAN FEEL DAUNTING.
We're Here to be Your lifelong financial companion
yes, teach me how!
WELCOME TO EXCEED320 FINANCIAL
Wealth Strategy & Tactical Support
Courses &
Speaking
Financial Coaching
Exceed Foundation
Exceed Fund
With our in-depth literacy courses and personalized coaching, you'll learn the ins and outs of financial management, no matter your starting point.
Plus, with access to capital and our fund designed for impactful investments in your community, you can grow your wealth while making a difference. Together, let's empower you to make informed decisions, achieve your financial goals, and build a brighter future.
With more courses and content coming soon, we're dedicated to helping you in every area of your financial life.
We're here as your financial ally,
to help you gain the knowledge and confidence you need to thrive.
Leah Berend, as the professional leading Exceed320 Financial, brings a wealth of expertise and experience to the organization. As a Certified Public Accountant (CPA), Leah's background uniquely positions her to offer holistic financial guidance beyond what a traditional wealth advisor might provide. Unlike advisors who typically charge a percentage of assets under management (AUM), Leah and her team at Exceed320 Financial prioritize your overall financial well-being without the conflict of interest associated with asset-based fees. A CPA's approach focuses on understanding the intricacies of your financial situation comprehensively, taking into account factors beyond investment management. This includes budgeting, cash flow analysis, debt management, and strategic planning tailored to your specific goals. With our expertise, you can trust that you're receiving unbiased advice aimed at optimizing your financial health and empowering you to achieve long-term success.
A CPA not a financial planner - why?
HEY! I'M Leah
To finally grow the financial world of your
Now is the Moment you've Been Waiting for.
We're passionate about helping you actually do it.
dreams.
Start Now With a 15 minute Consultation!
Coming Soon!
Think Like an Investor
$97
Foundational Financial Literacy Gain a solid understanding of key financial concepts and terminology, empowering you to navigate the world of investing with confidence.
Practical Investment Strategies: Learn proven tactics and strategies used by successful investors to identify opportunities, manage risk, and build a diversified portfolio tailored to your goals.
Community-Centered Approach Explore the power of investing in businesses within your community, fostering economic growth while generating potential returns for yourself.
Empowering Mindset Shift Transform your mindset from feeling intimidated by investing to feeling empowered and in control of your financial future, unlocking a world of opportunities for wealth creation and impact.
Online Course:
Coming Soon!
join now before this special offer goes away!
join now!
this one time price expires soon
Financial Coaching Intro Session
$47
DOWNLOAD Our FREE READING LIST
Your Essential Reading List for Business Success
Unlock the secrets to enhancing enterprise value with our curated reading list. Dive into essential insights on finance, strategy, and innovation, empowering you to build growth and resilience into your career. Download now and elevate your career to new heights
get your free copy
The information provided on this website is for educational and informational purposes only and should not be construed as financial advice, investment recommendations, or an offer to buy or sell any securities. While we strive to provide accurate and up-to-date information, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability of the information, products, services, or related graphics contained on this website for any purpose. Any reliance you place on such information is therefore strictly at your own risk. We encourage you to seek the advice of a qualified financial professional before making any investment decisions. We are not liable for any loss or damage, including without limitation, indirect or consequential loss or damage, or any loss or damage whatsoever arising from loss of data or profits arising out of, or in connection with, the use of this website.
disclaimer: