"Meet Karla M Leonard & IMI ASSET MANAGEMENT COMPANY!"

We love 'strategizing' with you to build A PLAN  to make sure you never have to worry about running out of money in retirement.

Karla M. Leonard

CEO/ Asset Manager

As CEO / Asset Manager of IMI Asset Management Company and with over twenty years of the industry experience, Karla Leonard's goal is always to serve the concerns of her clients first. This solid commitment has blossomed her business with hundreds of committed clients over the years.  Karla attended the University of California, Riverside where she received a B.A in Business Economics and a B.A. in Art History.  Ms. Leonard originally came into the insurance business in Maryland back in 1991. She relocated to the West Coast in summer of 1993.  She has two solid commitments: one to her children and the other to her business, IMI Asset Management Company.  Her children, graduates from Duke University, Vassar College and MIT, are successful adults building their own careers and families.

IMI Asset Management Company as seen in...

IMI Asset Management Company has been featured in....

THE SUIT MAGAZINE

MARCH 2015

Article - PUT THE NEST EGGS IN DIFFERENCE BASKETS - Read NOW

CORP AMERICA MAGAZINE 

AUGUST 2016

Article - PERFECTION IN PENSION PLANNING - Read NOW

Memberships and Awards

1999          President's Club Membership - Standard Life Insurance Company

                  of Indiana

2006 & 2008    Master Forum Gold Club Producer for Outstanding

                     Achievement

                    - Allianz Life Insurance Company of North America

2007 - 2009   Invitation Membership to the Million Dollar Round  Table (MDRT)

2011         IMI Financial Services Receives 2011 Best of Rancho Cucamonga

                 Award for Financial Planning

                 U.S. Commerce Association's Award Plaque Honors the Achievement

2012 - 2013   IMI Asset Management Company (IMI Financial Services)

                       Receives Best of Rancho Cucamonga Award for Financial

                       Planning

                 U.S. Commerce Association's Award Plaque Honors the Achievement

2014 - 2018              IMI Asset Management Company Receives

 Best of Ontario Award for Financial Planning and Qualified for

                      the Ontario Business Hall of Fame

                 U.S. Commerce Association's Award Plaque Honors the Achievement

2012     MainStreet Chamber  Proud Member

2018 Global Medial Awards Ltd.     Most Influential  CEO of the Year - Asset Management        


Associations & Memberships:

National Ethics Association

University of California, Riverside Alumni Association

Member AFL-CIO

National Association of Professional Women

Member Allianz Life Insurance Company of North America Masters Forum 

Member Water of Life Community Church - Fontana, CA

                                                                       IMI Asset Management Company

3200 Guasti Road, Suite 100                                                                                               Phone: 909.456.8939

Ontario, CA 91761                                                                                                                    Phone/Fax: 888.383.3068

CA License No. 0B42336                                                                                                       Mobile : 951.333.2080

VA License No. 877637                                                                                                         Email: [email protected]