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About Us: TeamMember

Meet the Team

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Asad Gourani, CFP®, EA

Hello, I’m Asad—Certified Financial Planner®, Enrolled Agent, and founder of AG Wealth Management and AG Tax Advisors. I launched AG Wealth Management in 2017 with a simple belief: financial planning should be clear, unbiased, and centered entirely around your life—not sales quotas, commissions, or corporate agendas.

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I specialize in helping equity-compensated tech professionals and service-based business owners make smarter financial decisions. Whether it’s navigating complex tax situations, maximizing RSUs and equity, or building long-term wealth with intention, I bring a practical and judgment-free approach to planning.

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I believe great financial planning should help you live better today and build freedom for the future. My role is to give you clarity, reduce complexity, and help you make confident decisions without the jargon.

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Professional Highlights
 

  • Specializations

    • Equity compensation (RSUs, ESPP, startups & big tech)

    • Tax planning & advanced tax strategy

    • Small business planning (solo entrepreneurs, service businesses)
       

  • Certifications and Degrees

    • Certified Financial Planner®

    • Enrolled Agent admitted to practice in front of the IRS
       

  • Industry Recognition

    • Named 2021 Rising Star by Financial Planning Magazine, recognizing 10 early-career planners shaping the future of the profession.

    •  Featured guest on multiple television stations including Fox 2 Detroit and ABC WXYZ, discussing personal finance, taxes, and investing.
       

  • Industry Affiliations & Community Involvement

    • Former Board of Directors & NexGen Co-Chair, Financial Planning Association of Michigan

    • Member, National Association of Personal Financial Advisors (NAPFA)

    • Member, XY Planning Network
       

Life Outside of Work

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  • Avid traveler splitting time between the U.S. and France.

  • Fluent in English, French, and Arabic

  • Padel enthusiast (competed or played in Paris, New York, Marrakech, Barcelona, Alexandria, and Mexico City)

  • Enjoy reading about psychology, decision-making, behavioral economics, and business.
     

Founder & CERTIFIED FINANCIAL PLANNER®

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Leslie Rea, MBA, CFP®, MCEP®

CERTIFIED FINANCIAL PLANNER®

Hello, I’m Leslie, a Certified Financial Planner® and estate planning specialist. I help people create clarity and confidence in their financial lives, especially during major transitions like retirement, career shifts, or receiving an inheritance. After more than a decade working at established financial planning firms, I faced cancer at age 35. That experience pushed me to rethink my path, and ultimately led me to partner with Asad so we could offer thoughtful, high‑quality financial planning to a small group of clients. Today I am cancer free (yay!), and committed to helping others live their best lives through intentional financial planning—while maintaining balance in my own.

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To me, financial planning should feel empowering, not overwhelming. I take pride in breaking down complex topics in a way that feels clear and approachable. My work is a judgment-free zone; I meet you where you are, and guide you forward.

 

Professional highlights

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  • Specializations

    • Estate Planning 

    • Life transitions such as career change, retirement, career shifts,or inheriting assets
       

  • Certifications and Degrees

    • Certified Financial Planner®

    • Master Certified Estate Planner®

    • MBA in International Business
       

  • Prior experience

    • Over a decade at various financial planning firms as Advisor, and Director of Financial Planning. Served clients with a wide range of financial planning needs

    • Trained and led teams of financial planners and paraplanners

    • Adjunct Professor at CalState Fullerton: Financial Planning courses (Estate Planning, Capstone, and Intro to Financial Planning Courses)
       

  • Extra-Curricular Activities

    • Mentor to several aspiring financial planners

    • Co-Lead of the Financial Planning Association Orange County monthly Study Group with my peers

 

Life outside of work
 

  • Located in Southern California with my husband and dogs

  • I am fluent in French and English. French is my native language as I was born and raised in Marseille, France

  • My husband and I are real estate investors with experience in short-term and long-term rental properties

  • I am a cancer survivor. Life changes have fueled a deep understanding of transition and resilience

  • Community volunteer with Mariners Church Food Pantry

  • Passionate about travel, pilates, fashion, reading, and the perfect matcha latte—because life should be as joyful as it is successful!

Core Beliefs

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Build Optionality:

Life is unpredictable. Have a margin to quit the job you don't like, start a new business, or take a year off.

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Don't defer life until retirement:

Get ahead in your financial goals, but don't put off living your life.

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Small Steps > Home Runs

Both planning and investments require consistency not miracles.

Ready to take the next steps?

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