Leslie Klein Email & Phone Number
Director, Gift Planning Advisor @ San Diego Foundation
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Leslie Klein Location
- San Diego, CA, US
Leslie Klein Work
- 2013 -now Director, Gift Planning Advisor @
- 2002 -2013 Wealth Management Advisor @
- 1997 -2002 Vice President @ First National Bank
- 1995 -1997 Vice President @ Wells Fargo Bank
Leslie Klein Education
- Miami University
BSBus (Management, Marketing)
1974-1978 - Mentor High School
- College for Financial Planning
CFP
Leslie Klein Skills
- Retirement Planning
- Wealth Management
- Asset Allocation
- Estate Planning
- Strategic Financial Planning
- Planned Giving
- Retirement
- High Net Worth Individuals
- Financial Advisory
- Investment Advisory
- Philanthropy
- Trusts
- Wealth Management Services
- Banking
- Charities
- Financial Planning
- Small Business
- Investments
- Asset Management
- Portfolio Management
- Strategic Planning
Leslie Klein Summary
- Leslie Klein, based in San Diego, CA, US, is currently a Director, Gift Planning Advisor at San Diego Foundation. Leslie Klein brings experience from previous roles at First American Trust, First National Bank and Wells Fargo Bank. Leslie Klein holds a 1974 - 1978 BSBus in Management, Marketing @ Miami University. With a robust skill set that includes Retirement Planning, Wealth Management, Asset Allocation, Estate Planning, Strategic Financial Planning and more. Leslie Klein has 2 emails and 1 mobile phone numbers on RocketReach.
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Top San Diego Foundation Employees
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