Leon Colafrancesco began his private practice in 1983 as an advisor with Hagerty, Stewart and Associates, a local independent broker-dealer founded in Orange County, California. Over the course of developing numerous client and professional relationships during the formative stages of his career, Leon envisioned a firm that offered more than just investment advice. In 1999 that vision became a reality when Leon established Seamount Financial Group, Inc.
In a world dominated by sales brokers, Seamount Financial Group was one of the first financial firms whose primary focus was full service client-centered comprehensive planning, offered on a fee basis. Kelly Hagerty, Allen Stewart, and Michael Healy joined Seamount Financial Group soon after to continue building their individual financial advisory practices in Southern California.
Seamount Financial Group continued to expand at a rapid pace, and soon clients of the firm were located all over the United States. As a result, the decision was made to open an additional office in Colorado Springs, CO. Chris Dorsett, who is based in the Colorado Springs office, joined Seamount Financial Group as a financial advisor in 1998, bringing years of unique business experience to his clientele. In 2011, Aaron McLaughlin became a member of Seamount Financial Group and is expanding his advisory practice from the Scottsdale, Arizona office. 
Over the past 30 years, as investment assets under management have grown steadily to over $400 million (as of December 2017), we have maintained a personal relationship with our clients while continuing to offer thoughtful and valuable counsel. 
We continue to accept new client relationships, and expect to grow for years to come as we foster long-term relationships with our clients and the communities we serve.
Seamount Financial Group, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. However such registration is not an endorsement by the Commission.

Investment advisory services offered through Seamount Financial Group, Inc.
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