Leslie Valant, Aams®, Cdfa®

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

Founder and Senior Wealth Advisor @ Leeward Wealth Management
Big Pine Key, FL, US
Leslie Valant, Aams®, Cdfa®'s Location
Big Pine, Florida, United States, United States
Leslie Valant, Aams®, Cdfa®'s Contact Details

Leslie Valant, Aams®, Cdfa® personal email

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.

Leslie Valant, Aams®, Cdfa®'s Current Company Details
Leeward Wealth Management

Leeward Wealth Management

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Founder and Senior Wealth Advisor
Big Pine Key, FL, US
Employees:
3
Leslie Valant, Aams®, Cdfa® Work Experience Details
  • Leeward Wealth Management
    Founder And Senior Wealth Advisor
    Leeward Wealth Management
    Big Pine Key, Fl, Us
  • Leeward Wealth Management
    Founder & Senior Wealth Advisor
    Leeward Wealth Management Jun 2019 - Present
    Big Pine Key, Fl 33043
    Providing financial planning and advice to my community.

Leslie Valant, Aams®, Cdfa® Skills

Wealth Management Financial Advisory Retirement Planning Investments

Leslie Valant, Aams®, Cdfa® Education Details

  • College For Financial Planning
    College For Financial Planning
    Asset Management
  • University Of Central Florida
    University Of Central Florida
    Art, Education
  • Institute For Divorce Financial Analysts
    Institute For Divorce Financial Analysts
    Certified Divorce Financial Analyst

Frequently Asked Questions about Leslie Valant, Aams®, Cdfa®

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 the current company?

Leslie Valant, Aams®, Cdfa®'s current role is Founder and Senior Wealth Advisor.

What is Leslie Valant, Aams®, Cdfa®'s email address?

Leslie Valant, Aams®, Cdfa®'s email address is le****@****ail.com

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

Leslie Valant, Aams®, Cdfa® attended College For Financial Planning, University Of Central Florida, Institute For Divorce Financial Analysts.

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

Leslie Valant, Aams®, Cdfa® has skills like Wealth Management, Financial Advisory, Retirement Planning, Investments.

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