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Leah Villalobos, CDFA

Divorce Financial Analyst Specializing in Women in Transition (Divorce, Marriage, Widowhood, etc.)

Great Lakes Investment Management, LLC
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER

Cleveland

OH

Contact Me

Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -Other Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Great Lakes Investment Management, LLC 3 years, 5 months Nov 2016 - Present
Great Lakes Divorce Financial Solutions, LLC 4 years, 2 months Feb 2016 - Present
Longbow Securities 10 months Jan 2016 - Nov 2016
Ameriprise Financial Services Inc 1 year Jan 2015 - Jan 2016
Edward Jones 2 years, 6 months Jul 2012 - Jan 2015
Longbow Securities 1 year, 3 months Mar 2011 - Jun 2012
Mri Software 5 months Oct 2010 - Mar 2011
Longbow Research 2 years, 4 months Jun 2008 - Oct 2010

Designations & Memberships

  • Association of Divorce Financial Planners
    Membership
    Association of Divorce Financial Planners
  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Certified Divorce Financial Analyst
    Designation
    Certified Divorce Financial Analyst
    Individuals holding this designation act as an advisor to one party's divorce lawyer, or as a mediator for both parties. Knowledge of tax law, asset distribution, and short and long-term financial planning are utilized to achieve an equitable settlement.

Articles and Answers

Insights by Leah Villalobos

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
How does a Certified Financial Planner (CFP) compare with a Chartered Financial Analyst (CFA)?
While I have not completed the CFA program, as a former analyst, I did complete part of the program. The curriculum is focused on investment analysis and portfolio management. If you are specifically looking for assistance with retirement planning, you would be better off with a CFP. The CFP designa...  (more)
Answered Jun 2015
How do I change my direct deposit?
It depends on where your funds are being directly deposited. I would recommend contacting the benefits department at your company to find out the best way for you to make a change to your direct deposit. ...  (more)
Answered Nov 2017
I'm getting a divorce my ex wife used to take care of all this I need to know how to get into my 401k thank you?
You may also consider working with a divorce financial planner. They can help you understand your overall financial picture and make recommendations as you negotiate a settlement. ...  (more)
Answered Oct 2015
I am the widow of an investor. How do I gain access to his profit sharing plan?
I am so sorry for your loss! You can find contact information for the Walgreen's plan at https://wagprofitsharing.empower-retirement.com/participant/#/login?accu=Walgreens. Please let me know if I can be of any further assistance. Leah...  (more)
Answered Oct 2017
How can I access partial funds from my 401k plan?
John,I would encourage you to sit down with a financial advisor to look at your overall financial situation to help determine what the best option would be for you. In response to your question regarding how to request funds from your 401(k), you can contact Fidelity directly to issue you a check....  (more)
Answered Jun 2015
I need to locate my 401k funds. I haven't put into my account (s) in around a decade. How do I locate my funds?
I would recommend that you contact the Human Resources Department of your former employer....  (more)
Answered Feb 2017
How can i check my 401k?
It depends on which firm has your 401-K. Your Human Resources Department should have information about how you can access your account. If you need assistance, feel free to contact me and I can walk through it with you....  (more)
Answered Feb 2017
I want to know can my spouse get my 401k if i get a divorce?
It depends if your 401(k) was earned while you were married or if it is an asset that you had going into a marriage. I agree with James that a Certified Divorce Financial Analyst can be very helpful when considering your options as it relates to a division of assets. While a CDFA cannot provide lega...  (more)
Answered Jun 2015
I have contact hr a hand full of times but i havent got any feed back on my 401k roll over and it been 15 days?
You should also try the investment company that manages your 401-K. If you are working with a financial advisor on the rollover, they should be able to help you figure out the correct person/company to follow up with....  (more)
Answered Sep 2015
I was awarded ,half of my ex spouse pension .Through Qdro, would I have to wait until he retire to do rollover to Ira?
I agree that it is important to take care of this right away....  (more)
Answered Sep 2015
How can i find out about my 401k that i had with Tyson Foods Inc.
I would recommend contacting Tyson's human resources department. They should be able to help with you with what their process is....  (more)
Answered Nov 2016
What is a 401E?
Hi Paula,I am not familiar with a 401E. Do you mean a 401(k)? If so, a 401(k) is a retirement savings plan that is sponsored by an employer. It allows you to save and invest for retirement before taxes are taken out of your paycheck. I would encourage you to talk with someone in human resources at ...  (more)
Answered Jun 2015
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Feb 12, 2020
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Jan 26, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Great Lakes Investment Management, LLC

    Last updated on March 3, 2020
      • $4.0M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 24
        Accounts
      • $164.6K
        Estimated Average Account Balance

    Fees

    Fee Only Advisor
    $
    This advisor has certified that they are compensated soley by their clients, and do not accept commisions or compensation of any kind based on the products they recommend.

    Types of Compensation Arrangements