Leslie Warren, AIF®
My personal experience navigating the challenges of eldercare gives me a valuable perspective when guiding clients through planning for their own futures.
I am a native Oregonian and now live in my childhood home where I help care for my grandparents. My personal experience navigating the challenges of eldercare grants me valuable perspective when guiding clients through similar planning strategies for their own family.
At OnPoint, I have developed two areas of practice; one area is with families and individuals who are looking for financial guidance about how to build a plan for their financial future. I am devoted to designing customized financial plans and finding appropriate solutions for important personal life stages like how to strategize for a successful retirement or plan ahead for an unexpected death in the family, as well as everything in between.
The second area of my practice is consulting with businesses that are looking to enhance their employee retention efforts and create a succession plan for the future. I can evaluate your business and assist you in developing a plan for improvement in areas of business valuations, executive benefits and group retirement plans.
Another important part of my business is community engagement through the offering of on-going education on topics ranging from Social Security, PERS, Retirement Planning, to Women & Investing.
I have been working in the investment services industry since 2000. Currently, I hold the Accredited Investment Fiduciary (AIF®) designation from the Center for Fiduciary Studies and hold securities licenses Series 7, 66 as well as the Oregon Resident Life and Health Insurance license.
When not at work, I am busy hiking, scuba diving, trying a new favorite restaurant, or traveling with my husband to our vacation home in Andalusia. I am also an active member of the alumni associations of University of Oregon where I graduated as Student Body President in 1994. I currently sit on the boards of Girls Build, University of Oregon Black Alumni Network, and Pleasant Hills Church Reunion.
The AIF® and AIFA® trademarks are registered with the U.S. Patent and Trademark Office under the Center for Fiduciary Studies, a division of Fiduciary360.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.