About Us




	About Us
	Oncubic in the Media

About Oncubic

Oncubic L.L.C. is owned by the original members of Capital Financial Advisors, L.L.C. and the owner of Leonard Wealth Management, Inc. The parent firms Capital Financial Advisors, LLC and Leonard Wealth Management, Inc. were founded as fee-only, fiduciary financial advisory firms serving high net worth clients. In large part due the firms’ successes and reputation in their communities, Oncubic was created to serve the demand for the institutional investment strategy offered to the clients of Capital Financial Advisors and Leonard Wealth Management.

Oncubic uses the same academically sound investment principles and access to the same exclusive institutional money managers used with the founding firms’ multi-million dollar clients, but is better suited to clients with a net worth less than $3,000,000. Oncubic clients still enjoy the low fee, conflict free fiduciary investment advisory services, but without the comprehensive wealth management services offered by its parent wealth management firms.

Christopher P. Van Slyke, CFP®

Christopher P. Van Slyke is a founder, current Managing Director, and member of the investment committee of Oncubic, LLC and founder of Capital Financial Advisors, LLC. Mr. Van Slyke has 15 years of experience in investment management and wealth planning. A CERTIFIED FINANCIAL PLANNER practitioner, Mr. Van Slyke is also a financial planner member of the National Association of Personal Financial Advisors (NAPFA), an exclusive organization of fee-only planners.

Christopher has been active in the financial community of Southern California since 1992 when he began his career in financial services at Trust Company of the West (TCW) in Los Angeles. Since 1996, Mr. Van Slyke has been an independent, fee-only, financial advisor. Mr. Van Slyke is a past member of the Board of Directors of The Financial Planning Association of San Diego and Los Angeles and currently serves as a member of the Western Region Board of Directors for NAPFA. Christopher has also served as an alumni mentor for both undergraduate and graduate students in the USC Marshall School of Business.

Mr. Van Slyke holds a BA in Finance from the The University of Texas at Austin as well as an MBA in Finance from the The University of Southern California.

He has been quoted or published in The Wall Street Journal, The San Diego Union Tribune, Financial Planning, Smart Money, Financial Advisor, Boomer Market Advisor, MSN Money, Wealth and Retirement Planner, thestreet.com, Bloomberg Wealth Manager, the Del Mar Times, Money Magazine, and MorningstarAdvisor.com.

Scott A. Leonard, CFP

Scott A. Leonard is a founding member of Oncubic and a member of the investment committee. He is also the founder and owner of Leonard Wealth Management Inc., established in 1996, with the purpose of providing an all-inclusive wealth management firm. Leonard Wealth Management focuses on combining the major disciplines of planning and investments in a fiduciary, fee-only environment. Their standard of excellence was recognized in 2001, with Leonard Wealth Management ranked 43rd in the nation by Bloomberg Wealth Manager's 2001 survey of top wealth management firms. It was the only firm located in Southern California to be in the top 50.

Mr. Leonard’s credentials include Certified Financial Planner (CFP), and Certified Estate Adviser (CEA). He is an instructor at UCLA Extension, teaching courses in the financial planning certificate program. He is also an instructor and Dean of the School of Investments for NAPFA University. He is a national speaker on investment and wealth management issues. Mr. Leonard is a frequently published author, specializing in advanced investment theory, and has been the featured financial planner for the Los Angeles Times weekly "Money Make-Over" column. Some of his television and radio appearances include:

NBC Nightly News Extra
National Public Radio's Market Watch Program
KCAL 9 News

Widely recognized among the business media as an industry expert, his analysis and opinions on advanced wealth management issues are frequently featured in national publications, including:

The Wall Street Journal
USA Today
Money Magazine
Kiplinger's Personal Finance

Mr. Leonard assumes a leadership role within the financial planning and wealth management profession, holding numerous board positions with esteemed associations, including:

Past president and chair of the Financial Planning Association, Los Angeles Chapter
Various board positions with the National Association of Personal Financial Advisors
Multiple positions on national committees dealing with ethics and professionalism in the financial services industry.

Mr. Leonard graduated from the University of California, Los Angeles (UCLA), in 1990 with a Bachelor of Science degree in Economics. His CFP credential was earned in 1994 and his CEA certificate in 2002.

DISCLAIMER: THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY LINKED INTERNET SITE. At certain places on this internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Oncubic. Oncubic does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Oncubic. Please see our complete disclosures here.