Leslie has been dedicated to the field of financial services for over 15 years. As a partner and wealth advisor with Enrich360 Wealth Advisors, she has built client relationships based on trust, sound financial advice, and the highest quality of service possible. Leslie provides her clients with a customized wealth management plan throughout every stage in life especially those following divorce or loss of a loved one. Her educational background and experience allow her to thoughtfully construct, implement and monitor personalized plans for each of her client's financial objectives.
As a CERTIFIED FINANCIAL PLANNER™ professional, Leslie has a passion for finding the right strategy for her clients' needs by focusing on goal-based investment management. This approach to comprehensive financial planning includes preparing for retirement, insurance and long term care concerns, tax efficiency strategies, college savings, retirement income planning as well as the multiple phases of estate planning and wealth transfers.
She is committed to working together with a client's tax and legal advisors to develop an integrated strategy to achieve financial freedom for generations.
Outside the office, Leslie enjoys travelling the world and spending time with loved ones. She cares deeply for charitable organizations dedicated to finding cures for pediatric cancer and multiple sclerosis. Leslie also volunteers her time to the Guajome Park Academy Foundation in Vista, CA.
Leslie holds Series 7 registration through LPL Financial, Series 66 registration through LPL Financial and Strategic Wealth Advisors Group, LLC as well as CA Insurance Lic. #0F48393.