Areas I Serve

Long Beach, Orange County, South Bay


Leslie helps those getting ready to retire in the next 5-10 years and senior citizens who need financial guidance and/or assistance. As a Certified Financial Planner she helps with retirement planning, budgeting and estate planning.

Licenses and Certification

Certified Financial Planner, FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network.

Affiliations or Memberships with Professional Organizations

Financial Planning Association (FPA) Member and Estate Planning Council Member in Long Beach.