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Joshua Leung, Modern Woodmen of America

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United States
Laguna Hills, CA
Joshua Leung, Modern Woodmen of America

I work with individuals and families to help them plan for a secure financial future. We secure futures with financial guidance and products.

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members in the greater LA/Orange County area plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you:
• Define your goals and objectives.
• Assess your current financial situation.
• Create an

affordable plan that will grow with you in the future.
• Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. As a fraternal, our members enjoy social, educational, and volunteer activities as well as special member benefits. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures. Feel free to contact me at:
B: (562) 469-9684
[email protected]
Visit my webpage! https://reps.modernwoodmen.org/jleung/

Learn more about how we operate on social media at https://www.modernwoodmen.org/smterms/

10/03/2025

I am honored and humbled to be on September’s issue of our Modern Woodmen Trailblazer magazine. As always, it takes a village to run a growing practice. A huge shoutout to continued mentorship from Chad Foster and Hector Romo, my wonderful team members Laura, Melissa, and Lilly for taking my practice to a new level, and finally my wife Sarah for always being my biggest cheerleader. Our team is thankful for the continued belief/trust that our community and clients have in our services. All glory goes to God, and we can’t wait to see what happens next year!

08/18/2025

This year, my stellar office assistant convinced me that she could host a sourdough class at my house as part of Modern Woodmen’s fraternalism goals to create spaces for community and learning. I am so glad I took a risk and said yes. We teamed up with Molly, a local expert, to bring the joy of sourdough baking and connection to clients and friends alike. Everyone left with their own starter and all the materials and information they needed to bake their own naturally leavened bread at home. It's a skill and a gift that keeps on giving!

08/08/2025

I love my job! This past Friday, our chapter members were invited to attend You Run This Town Foundation’s backpack drive. Modern Woodmen also donated several hundred backpacks to the event. You Run This Town Foundation is a non-profit in Long Beach that guides and supports at-risk youth through their formative teen years. Backpacks were stuffed with school supplies, a towel, and hygiene kits. We helped stuff over 500 backpacks! If you’re a member and have an idea for a service project or work with a non-profit that you’d like to support, talk to me!

07/22/2025

It was so fun to hang out with clients and friends alike at our first social event of the summer! We ate good food and made new friends to the sweet summer sounds of live music and babbling children. Actually, if I posted a picture of this idyllic scene you'd be too jealous. You'll just have to join us next time. Wherever you are, stay cool!

05/06/2025

What a whirlwind of fun, education, and team building in the Dominican Republic! I am honored and grateful for the time I got to spend with some of our company's "best and brightest" from across the nation in addition to enjoying the beautiful scenery and fun excursions. Once again, our team was recognized as one of the top 10 Modern Woodmen Producers for last year! It is a privilege to serve the hundreds of families and business owners that trust us and continue to trust us, and we are humbled and honored to be a part of your journey.

04/07/2025

In January, Southern California residents such as myself watched helplessly as the Palisades and Alta Dena fires burned through places that I know well and love. This tragedy hit close to home, but our Modern Woodmen chapter was able to partner with a non-profit on the ground in LA called Project Ropa to match $2,500 toward their fire relief fund. We also provided over $1000 in supplies and hygiene kits to help them serve our most vulnerable neighbors in Los Angeles affected by the fires. I am proud to work under the Modern Woodmen Fraternal Financial umbrella; It’s so much more than investing and life insurance! There’s a reason we advertise being the “Pioneers” for community impact and supporting the ones you love. (Pictured: my stellar office assistant Laura, next to a trunk loaded with supplies ready to be delivered)

01/22/2025

One of the reasons that I love working with Modern Woodmen is because as a Fraternal Organization, they do so much more than life insurance and investing. They partner with their agents to directly invest in the things that you care about. Check out how me and our local Southern California chapter of Modern Woodmen [that’s you!], were able to directly affect our community and neighborhood in tangible ways this year. I can’t wait to see what we do with 2025!

01/14/2025

Happy New Year from my team to you! Your trust and support have challenged me, shaped me, and helped me grow in 2024. My resolution for 2025 is to expand my team and streamline my processes. My goal is to better serve you as my business grows. Do you have any resolutions this year? What about financial goals? Understanding your finances is a great first step and an easy way to prioritize your financial goals this year. Even a 15 minute zoom call with me could change your trajectory. Click the link below to schedule!

https://calendly.com/joshualeungmwa

07/03/2024

Got financial questions? I've got answers! In fact, I've made a handy and easy to follow flow chart to help you figure out the best way to approach your finances. Don't get caught unprepared! Get started with me here: https://calendly.com/joshualeungmwa

06/26/2024

Paint Your Pet night with Chapter 12120 and friends was a huge success! Thanks to everyone who turned out and made masterpieces with us. I would also like to let you know, that after much consideration, prayer, (and also consulting with my wife) I have decided NOT to change careers and strike out on my own as an artist, but to continue to serve you as your Financial Representative. If your financial goals include being able to start your own art business though, I’ll be here to help you on that journey!

06/14/2024

Better late than never for an appreciation post! I'm so grateful to work for an organization that takes good care of their team.

Here is me enjoying the Swiss Riviera with the people that are most important to me while ALSO working with some of the best and brightest in my field. Where are you headed this summer? I'd love to hear about it! (And if saving for the vacation of a lifetime is one of your goals, I can help you get there!)

04/19/2024

Chapter 12120 members and friends had a blast at our members Trivia Night with Gamecraft Brewing in Laguna! Thanks, Modern Woodmen! We may not have won, but as I always say- it's not whether you win or lose, having fun is the real prize.

Address

23441 S Pointe Drive Suite 100
Laguna Hills, CA
92653

Opening Hours

Monday	8am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm

Website

https://reps.modernwoodmen.org/jleung/

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