Leslie Valant, Aams®, Cdfa®
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Leslie Valant, Aams®, Cdfa® Email & Phone Number

Founder and Senior Wealth Advisor at Leeward Wealth Management
Location: Big Pine, Florida, United States 2 work roles 3 schools
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Current company
Role
Founder and Senior Wealth Advisor
Location
Big Pine, Florida, United States
Company size

Who is Leslie Valant, Aams®, Cdfa®? Overview

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Quick answer

Leslie Valant, Aams®, Cdfa® is listed as Founder and Senior Wealth Advisor at Leeward Wealth Management, a with 3 employees, based in Big Pine, Florida, United States. AeroLeads shows a matched LinkedIn profile for Leslie Valant, Aams®, Cdfa®.

Leslie Valant, Aams®, Cdfa® previously worked as Founder & Senior Wealth Advisor at Leeward Wealth Management. Leslie Valant, Aams®, Cdfa® holds Aams, Asset Management from College For Financial Planning.

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Email format at Leeward Wealth Management

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Leeward Wealth Management

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Profile bio

About Leslie Valant, Aams®, Cdfa®

Born and raised in the Florida Keys, Leslie has been assisting individuals and small businesses to reach their financial goals since 2004. She was previously with Edward Jones Investments and Labrum Wealth Management. In 2019 Leslie founded her own firm, Leeward Wealth Management with J.W. Cole Advisors in Tampa, FL. Leslie received a Bachelor's Degree from the University of Central Florida and currently holds her Accredited Asset Management Specialist designation from the College for Financial Planning. Her mission is to be a guide to the members of her community to help them achieve their best financial selves. Leslie also enjoys volunteering and spending time on the boat with her family.

Listed skills include Wealth Management, Financial Advisory, Retirement Planning, and Investments.

Current workplace

Leslie Valant, Aams®, Cdfa®'s current company

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Leeward Wealth Management
Leeward Wealth Management
Founder and Senior Wealth Advisor
Big Pine Key, FL, US
Employees
3
AeroLeads page
2 roles

Leslie Valant, Aams®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Founder & Senior Wealth Advisor

Current

Big Pine Key, Fl 33043

Providing financial planning and advice to my community.

Jun 2019 - Present
3 education records

Leslie Valant, Aams®, Cdfa® education

Aams, Asset Management

College For Financial Planning

Bs, Art, Education

University Of Central Florida

Certified Divorce Financial Analyst

Institute For Divorce Financial Analysts
FAQ

Frequently asked questions about Leslie Valant, Aams®, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Leslie Valant, Aams®, Cdfa® work for?

Leslie Valant, Aams®, Cdfa® works for Leeward Wealth Management.

What is Leslie Valant, Aams®, Cdfa®'s role at Leeward Wealth Management?

Leslie Valant, Aams®, Cdfa® is listed as Founder and Senior Wealth Advisor at Leeward Wealth Management.

Where is Leslie Valant, Aams®, Cdfa® based?

Leslie Valant, Aams®, Cdfa® is based in Big Pine, Florida, United States while working with Leeward Wealth Management.

What companies has Leslie Valant, Aams®, Cdfa® worked for?

Leslie Valant, Aams®, Cdfa® has worked for Leeward Wealth Management.

How can I contact Leslie Valant, Aams®, Cdfa®?

You can use AeroLeads to view verified contact signals for Leslie Valant, Aams®, Cdfa® at Leeward Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Leslie Valant, Aams®, Cdfa® attend?

Leslie Valant, Aams®, Cdfa® holds Aams, Asset Management from College For Financial Planning.

What skills is Leslie Valant, Aams®, Cdfa® known for?

Leslie Valant, Aams®, Cdfa® is listed with skills including Wealth Management, Financial Advisory, Retirement Planning, and Investments.

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