"Meet Karla M Leonard & IMI ASSET MANAGEMENT COMPANY!"
We love 'strategizing' with you to build A PLAN to make sure you never have to worry about running out of money in retirement.
We love 'strategizing' with you to build A PLAN to make sure you never have to worry about running out of money in retirement.
Karla M. Leonard
Karla M. Leonard
CEO/ Asset Manager
As CEO / Asset Manager of IMI Asset Management Company and with over twenty years of the industry experience, Karla Leonard's goal is always to serve the concerns of her clients first. This solid commitment has blossomed her business with hundreds of committed clients over the years. Karla attended the University of California, Riverside where she received a B.A in Business Economics and a B.A. in Art History. Ms. Leonard originally came into the insurance business in Maryland back in 1991. She relocated to the West Coast in summer of 1993. She has two solid commitments: one to her children and the other to her business, IMI Asset Management Company. Her children, graduates from Duke University, Vassar College and MIT, are successful adults building their own careers and families.
"Today I Got To Meet A Great Lady Whom I Was Introduced to Her Courtesy of Alan Holmes"
"Today I Got To Meet A Great Lady Whom I Was Introduced to Her Courtesy of Alan Holmes"
IMI Asset Management Company as seen in...
IMI Asset Management Company Receives ACQ5 Global Awards 2018....
Memberships and Awards
1999 President's Club Membership - Standard Life Insurance Company
of Indiana
2006 & 2008 Master Forum Gold Club Producer for Outstanding
Achievement
- Allianz Life Insurance Company of North America
2007 - 2009 Invitation Membership to the Million Dollar Round Table (MDRT)
2011 IMI Financial Services Receives 2011 Best of Rancho Cucamonga
Award for Financial Planning
U.S. Commerce Association's Award Plaque Honors the Achievement
2012 - 2013 IMI Asset Management Company (IMI Financial Services)
Receives Best of Rancho Cucamonga Award for Financial
Planning
U.S. Commerce Association's Award Plaque Honors the Achievement
2014 - 2018 IMI Asset Management Company Receives
Best of Ontario Award for Financial Planning and Qualified for
the Ontario Business Hall of Fame
U.S. Commerce Association's Award Plaque Honors the Achievement
2012 MainStreet Chamber Proud Member
ACQ5 Global Awards 2018
US (CA) INDEPENDENT FINANCIAL ADVOSORY FIRM OF THE YEAR, IMI ASSET MANAGEMENT COMPANY
US (CA) GAMECHANGER OF THE YEAR KARLA M. LEONARD, IMI ASSET MANAGEMENT COMPANY
2018 Global Medial Awards Ltd. Most Influential CEO of the Year - Asset Management
Associations & Memberships:
National Ethics Association
University of California, Riverside Alumni Association
Member AFL-CIO
National Association of Professional Women
Member Allianz Life Insurance Company of North America Masters Forum
Member Water of Life Community Church - Fontana, CA
IMI Asset Management Company
7710 Limonite Avenue, Suite E
Jurupa Valley, CA 92509 Phone/Fax: 888.383.3068
CA License No. 0B42336 Mobile : 951.333.2080
VA License No. 877637 Email: kmld@imiassetmanagementco.com