Who We Are


     
George F. Leupold, President and founder of Leupold Financial Planning Associates, Inc., has been providing financial planning services to his clients for over 35 years.  George’s proven ability has earned him several distinguished honors, including being named by Worth magazine in five consecutive issues (1997 – 2002) as one of the “Best Financial Advisers,” and being named by Money magazine in their special 1987 Anniversary issue as one of the country’s top financial planners. 
 
George holds several professional designations, including CFP (Certified Financial Planner™ Practitioner), ChFC (Chartered Financial Consultant), and CLU (Chartered Life Underwriter).  George assists Clients in identifying their financial goals and objectives and in reviewing their investment portfolio in light of their stated financial goals and objectives.  
 
 
George is a Past President of several organizations, including the Delaware Valley Society of the Institute of Certified Financial Planners, the Estate and Financial Planning Council of Southern New Jersey, and the Philadelphia area Chapter of the International Association for Financial Planning.  George has also served as Past President of the Garden State Rotary Club and Past Chairman of the American Red Cross-Camden County Chapter
 
  

Eloise (Ellie) Leupold has worked for Leupold Financial Planning Associates, Inc. since 1987.  Her initial position with our firm was that of Office Manager.  She then assumed the duties of Para-Planner, which include the gathering of financial data and the preparation of financial planning reports and projections.  Ellie is currently a Series 7 licensed Registered Office Assistant and the firm’s Client Relationship Manager.  Her primary focus is on Client service and Client satisfaction.  Prior to Ellie joining LFPA, she worked as an Office Manager for a local CPA firm. 

       
 
  

Doreen Gregory joined Leupold Financial Services in October 2018 as an Administrative Assistant.  Prior to joining our team Doreen was Executive Vice President of Human Resources and Retail Banking for Penn Liberty Bank located in Wayne, Pa.  As a start up institution, Doreen was responsible for building the company’s culture that would receive multiple awards for top workplaces in the Philadelphia area over a 12 year period.  Before PLB, Doreen worked as a Vice President of Commonwealth Bank overseeing Benefits and Payroll for 18 years.  Doreen has an extensive background implementing and managing various types of qualified and non-qualified stock and employee benefit plans.     

 
 

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