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Tresa Leftenant, Financial Advisor serving the Bellevue, WA area - Ameriprise Advisors

Tresa Leftenant

CFP®

Financial Advisor

Senior Vice President of
Cornerstone Financial Strategies
38
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Domestic Partner Planning
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Financial Strategies for LGBTQ Couples and Families
  • Sustainable and Responsible Investing
  • Cash Flow Management Strategies

Interests

Family is center stage for most women and that's certainly true for me too! Daughter Gina lives in Los Angeles, son Graham in Newcastle and daughter Alexis in Boise. Traveling to visit each other and destinations around the world laughing, seeing a movie and walking on the beach keeps our connection close. We love having dinner at local eateries, tasting fine wine and expanding our culinary education. Gordon and I do our best not to ruin a good walk on the golf course.

Awards & recognition

  • Five Star Wealth Manager , 2013, 2017, 2018, 2020, 2022

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Previous experience

  • LPL Financial, LLC, 2010 to 2021
  • Pacific West Securities, 2005 to 2010
  • The Householder Group/ Sun America Securities, 2003 to 2005
  • Wells Fargo Investment Services, 1999 to 2002
  • First Security Investor Services, 1994 to 1999