Focus: Insurance Strategies, Business Owners, Investment Strategies
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
Leslie grew up as a competitive swimmer and played collegiate soccer and water polo, and she continues to participate in co-ed recreational teams in San Francisco where she currently resides. She is an avid animal lover, likes to experience new cultures and people through travel, and enjoys supporting local sports teams like the Giants, Warriors, 49ers, and Sharks.
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3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541