Leslie Pinto, CFP®
Manager of Wealth Planning Ms. Pinto provides family office services and investment consulting to individuals and families. Ms. Pinto is the main point of contact with high net worth families. In her role she coordinates her the activities of her client's attorneys, accountants, insurance professionals, and investment counsel to aid them in achieving their complex goals and objectives Previously Ms Pinto worked for a wealth management firm in Chicago, providing financial planning services to a single family unit with over $550 million in net-worth. Ms. Pinto is a member of The Financial Planning Association of Orange and is also a member of Women Impacting Public Policy (WIPP). She is also actively involved in the Be Bright Pink, Women Investing in Security and Education (WISE) and the Susan G. Komen for the Cure organization. Ms. Pinto holds a Bachelor of Science degree in Personal Finance from the University of Wisconsin-Madison and is a Certified Financial PlannerTM. « Back to Our Team | 
