Profile Banner
LC

Leslie Valant, AAMS®, CDFA® Email & Phone Number

Founder & Senior Wealth Advisor | Big Pine, Florida, United States, North America

View Leslie Valant, AAMS®, CDFA® Email & Phone Number

About Leslie Valant, AAMS®, CDFA®

Leslie Valant, AAMS®, CDFA® is a Founder & Senior Wealth Advisor at Leeward Wealth Management, LLC. based in Big Pine, Florida, United States, North America. 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. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC www.finra.org and www.sipc.org Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) JWC and Leeward Wealth Management are unaffiliated entities. Financial professionals must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Financial professional does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Financial professional and do not necessarily reflect those of JWC/JWCA.

Current Position: Founder & Senior Wealth Advisor

Company: Leeward Wealth Management, LLC.

Location: Big Pine, Florida, United States, North America

Social: Professional profiles available

Network: Extensive professional connections

Read more

Leslie Valant, AAMS®, CDFA®'s Email Addresses

  • in****o@leewardwealth.com
    Company

Leslie Valant, AAMS®, CDFA®'s Phone Numbers

  • (••) ••• ••• 263
    Company
View Email & Phone Number

Frequently Asked Questions
about Leslie Valant, AAMS®, CDFA®

  • What is Leslie Valant, AAMS®, CDFA®'s phone number?

    Leslie Valant, AAMS®, CDFA®'s phone number is (••) ••• ••• 263.

  • How to contact Leslie Valant, AAMS®, CDFA®?

    To contact Leslie Valant, AAMS®, CDFA®, send an email to in****o@leewardwealth.com. You can also reach out via their LinkedIn profile.

  • What company did Leslie Valant, AAMS®, CDFA® found?

    Leslie Valant, AAMS®, CDFA® is associated with Leeward Wealth Management, LLC. as a Founder & Senior Wealth Advisor. They are based in Big Pine, Florida, United States, North America.

  • What is Leslie Valant, AAMS®, CDFA®'s current role?

    Leslie Valant, AAMS®, CDFA® currently works as Founder & Senior Wealth Advisor at Leeward Wealth Management, LLC..They are located in Big Pine, Florida, United States, North America.

  • How do I get in touch with Leslie Valant, AAMS®, CDFA®?

    To reach Leslie Valant, AAMS®, CDFA®, try sending your message to in****o@leewardwealth.com. Additionally, you can connect with them on LinkedIn. For business inquiries, you can contact their company at in****o@leewardwealth.com.