Naomi Leung

Naomi develops personalized financial plans and analyses for clients, collaborating with the advisory team to align financial strategies with each client's unique goals. Naomi's analytical background and financial planning experience inform her thoughtful, detail-oriented approach to helping clients make informed, strategic financial decisions that drive long-term success.

Naomi began her career in fund accounting for alternative investments before joining Parkside Advisors, where she focused on the financial planning, tax planning and portfolio management needs of clients, prior to its acquisition by NorthRock.

Professional Designations and Associations

  • Bachelor of Science in Finance | Bentley University