MEET THE TEAM
Two advisors, one shared philosophy
Asad founded AG Wealth Management in 2017 on a simple idea: financial planning should be built around your life, not a sales quota. Leslie joined last year, drawn to that same belief that great planning means knowing a client well enough to actually advise them, not just manage them. Together, they lead every client relationship personally, and they're selective about who they take on, so it stays that way.
Asad Gourani, CFP®, EA
Founder
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.
I specialize in helping equity-compensated tech professionals make smarter financial decisions — navigating complex tax situations, maximizing RSUs and equity, and building long-term wealth with intention.
Great financial planning should help you live better today and build freedom for the future.
SPECIALIZATIONS
CERTIFICATIONS
RECOGNITION & AFFILIATIONS
Named 2021 Rising Star by Financial Planning Magazine, recognizing 10 early-career planners shaping the future of the profession.
Featured guest on FOX 2 Detroit and ABC WXYZ, discussing personal finance, taxes, and investing.
Former Board of Directors & NexGen Co-Chair, Financial Planning Association of Michigan.
Member, NAPFA and XY Planning Network.
OUTSIDE OF WORK & PERSONAL
Leslie Rea, MBA, CFP®, MCEP®
Certified Financial planner ®
I help people create clarity and confidence in their financial lives, especially during major transitions — retirement, career shifts, or receiving an inheritance.
After more than a decade at established financial planning firms, I faced cancer at age 35. That experience pushed me to rethink my path — and led me to partner with Asad, so we could offer thoughtful, high-quality planning to the clients we work with. 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.
Financial planning should feel empowering, not overwhelming. I take pride in breaking down complex topics clearly — my work is a judgment-free zone; I meet you where you are, and guide you forward.
SPECIALIZATIONS
CERTIFICATIONS
PRIOR EXPERIENCE & INVOLVEMENT
Over a decade at financial planning firms as Advisor and Director of Financial Planning.
Trained and led teams of financial planners and paraplanners.
Adjunct Professor at CalState Fullerton (Estate Planning, Capstone, Intro to Financial Planning).
UC Irvine Personal Financial Planning Program Advisory Committee Member.
Board Member, Pacific Symphony 100.
Co-Lead, Financial Planning Association (FPA) Orange County monthly study group.
Host, Money & Mindset book club — Sign up → · Instagram @moneyandmindsetbooks
OUTSIDE OF WORK & PERSONAL
CORE BELIEFS
How we think about money
Build Optionality
Life is unpredictable. Keep enough margin to quit the job you don't like, start a business, or take a year off.
Don't Defer Life
Get ahead on your financial goals — but don't put off living your life until "someday."
Small Steps > Home Runs
Both planning and investing reward consistency, not miracles.