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Meet the professionals who can help you pursue your goals – We’re on Your Team!
Reach us by phone at (425)223-4520
You did it. You earned it. You’ve spent years, decades even, working hard, advancing in your career, and accumulating assets to achieve the dream life for yourself and those around you.
Now you’re nearing the end of your career and you’ve found that the next stage isn’t much simpler. Retirement is complicated. There are moving pieces that are challenging to coordinate.
How do you live the life you’ve earned with so much uncertainty about the next stage of life?
That’s why Leverage Planners was founded. We’re here to provide certainty so you can relax and enjoy the life that you have worked so hard to earn.
Our team is ready to help you regain certainty over your life and your retirement strategy. We work with one purpose – to help you protect, relax, and enjoy the life you have worked so hard to achieve. Let’s connect today and start the conversation.
PROTECT. RELAX. ENJOY.
David Donhoff has been helping people with their money for over 3 decades. He founded No Bull Financial, which evolved to become Leverage Planners Wealth Management, LLC, in 1997, (a Washington state registered investment advisory firm.) In 1996, as a professional portfolio trader, Dave ran Northwest Hedge Partners (a private portfolio partnership,) in Kirkland Washington.
David graduated from San Diego State University with a double major in business administration and psychology in 1987. David grew up as a Southern California athlete and surfer, and played center for the SDSU football team, and also tighthead prop the 1987 national collegiate champion SDSU rugby team.
In 1989, Anthony Robbins hired David to expand his seminar business nationwide, and through 1994, David traveled the U.S. and Canada teaching business and financial principles to corporate and private groups at great demand, finally adopting Kirkland, Washington, as his home for the past two decades. In 1996, David ran Northwest Hedge Partners as a private trading operation, and in 1997 launched No Bull Financial, LLC, as a general financial services company. David is proud to be a registered member of the National Ethics Association.
David and his wife, Joanne, are proud parents of two sons, Chenyang and Trinny. As an accountant, Joanne enjoys counting the beans while David helps his clients CULTIVATE, GROW and MAINTAIN their beans.
Sean Bolen joined the Leverage Planners Wealth Management team in 2020. As a service advisor, he enjoys creating comprehensive retirement plans and helping clients navigate life’s day-to-day challenges. He is passionate about helping clients have confidence in retirement and frequently speaks on financial topics for younger demographics.
Sean is a graduate of Cal Poly in finance and holds an MBA from Marylhurst University. He is currently working on completing his CERTIFIED FINANCIAL PROFESSIONAL™ designation.
Sean is married to his lovely wife, Emily, and they have two young children. Away from the office, Sean enjoys golfing, doing triathlons, hiking with his Vizsla and spending time with family and friends.
Abelardo Rodriguez also known as Abe, joined the Leverage Planners Wealth Management team in 2021, as a support specialist. Using his strong organizational and expert computer skills, Abe has taken the helm in the digital marketing media for the LP team. Abe has gained a reputation for bringing fresh ideas and extreme confidence while supporting the Leverage Planners Team success. Abe’s experience in management and business administration makes him an integral part of the team, and governs how he effectively cares for client needs. He is a blessed widowed father of three; Two young adult daughters and one young adult football player son.