Leslie has been dedicated to the field of financial services for over 15 years. As a partner and wealth advisor with Enrich360 Wealth Advisors, her commitment to clients is rooted in trust, striving to deliver sound financial guidance, and the highest standard of service. Leslie provides her clients with customized wealth management plans tailored to their unique financial goals. She specializes in guiding individuals through life’s significant transitions, particularly those arising from divorce or the loss of a loved one. Her educational background and experience allows her to thoughtfully construct, implement and monitor personalized plans for each of her client's financial objectives.
As a CERTIFIED FINANCIAL PLANNER™ professional, Leslie’s passion lies in aligning the right strategy with her clients’ needs, focusing on goal-based investment management. Her comprehensive financial planning approach covers retirement preparedness, insurance and long-term care solutions, tax-efficient strategies, college savings, retirement income planning, and the multiple phases of estate planning and wealth transfers.
Leslie is dedicated to creating integrated strategies that promote financial freedom for multiple generations. She collaborates closely with clients’ tax and legal advisors to ensure a holistic approach to financial success.
Outside the office, Leslie enjoys travelling the world and cherishes quality time with her loved ones. She cares deeply for charitable organizations dedicated to finding cures for pediatric cancer and multiple sclerosis. Additionally, Leslie generously donates her time to the Guajome Park Academy Foundation in Vista, CA and Alpha Phi House Corporation at San Diego State University.
Leslie holds Series 7 registration through LPL Financial, Series 66 registration through LPL Financial and Mariner Independent Advisor Network, LLC as well as CA Insurance Lic. #0F48393.