Kaleb Legg, MBA

Kaleb Legg, MBA, is a Financial Advisor with Pinnacle Group. He joined the firm in 2018. He primarily serves as a specialist in the areas of insurance planning strategies and investment management. Kaleb works closely with clients in order to recommend the appropriate products and services to help them achieve their unique goals. He provides assistance on a range of financial issues – from evaluating insurance needs to helping clients grow their assets. Kaleb has the knowledge and experience to match clients’ investment portfolios with their risk tolerance, time horizon and investment objectives, while also suggesting alternatives to help protect their assets.

Kaleb’s areas of specialty include:

• Investment Management
• Planning Strategies for Retirement
• Insurance Planning Strategies Including:
  • Life*
  • Disability*
  • Long-Term Care*

*Availability varies by carrier and state

 Education

• Master of Business Administration, E.J. Ourso College of Business – Louisiana State University
• Bachelor of Science, Accounting – Louisiana State University

 Industry Involvement

• National Association of Insurance and Financial Advisors (NAIFA), Member