Wilson McDonald, CFP®

Wilson McDonald, CFP®

Financial Planner, RJFS

As a financial planner, Wilson helps build and implement plans to help clients identify and reach their financial goals. He is outgoing and likes getting to know people. He enjoys his work and is eager to improve efficiency while continuing to always focus on the needs of the clients.

He works on a variety of tasks at Leonard and Martens, LLC. He prepares reports, organizes information, and completes special projects. He was hired in September of 2011. Shortly after being hired he passed the series 7 and series 66 exams.

Wilson was born and raised in Anchorage, Alaska. In 2004 he graduated from Robert Service High School. About a year after graduation he voluntarily served for his church in Spain for 2 years. In May of 2012, Wilson graduated with honors from the University of Alaska Anchorage with a Bachelor's Degree in Marketing and Management. He and his wife enjoy a myriad of outdoor activities and plan to reside in Alaska their entire lives. 

In pursuit of further education Wilson passed the CFP® exam in March of 2015 and became CERTIFIED FINANCIAL PLANNERpractitioner in April of the same year.

The CFP® board posted some information regarding the certification on their website: “[The] CFP® certification proves you are part of an elite group of more than 69,000 CFP® professionals who possess the highest credential in the financial planning field. Less than 20% of practicing financial advisors in the industry can claim this distinction.”

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Phone (907) 258-1395
Fax (907) 522-7042