Our History

Financial Plan Design was originally founded in 1986 by Les Leeper and Marty Peters who both shared the same passion for their profession as financial advisors and held themselves to a fiduciary standard of helping the client first, long before the industry had adopted that standard. 

Following the founding of the firm, Bob Woods joined in 1997 and worked extensively towards expanding the Financial Planning services that the firm offers. His focus on comprehensive planning was instrumental to the growth and satisfaction of the client experience. Bob later took over the practice in 2001 following the premature passing of Les Leeper. Bob and Marty ran the firm together and continued to focus on their common value of engaging clients to see the full picture of their financial wellbeing. 

In 2008, Monika Windle joined Financial Plan Design and was a natural fit as she shares the firms "client first" investment philosophy. She worked as a financial consultant and partner to Bob and Marty before Bob's retirement in 2022. Following Bob's retirement, Monika has taken over as the President and Owner of the firm. 

Being the priority of the firm is to put our clients interest first, our belief is succession planning holds an importance to ensuring clients are always taken care of by someone who knows their personal background. With that as a top priority, Brooke Rowe joined Financial Plan Design in 2023. Brooke is a born and raised San Diegan, attained her bachelor's degree in Finance from San Diego State University, and holds her CERTIFIED FINANCIAL PLANNER ^TM designation. Brooke previously worked for LPL Financial as a consultant to advisors to help them maintain an efficient business. Marty, Monika and Brooke currently work together with a team approach to best serve clients of Financial Plan Design and look forward to working with you!