Leslie S. Wiberg,  CFP<sup>&reg;</sup> - Financial Advisor

Leslie S. Wiberg, CFP®

Partner, Managing Director

WealthSpring

111 W Ocean Blvd, Suite 1120
Long Beach, CA 90802

WealthSpring

778 Osos St, Suite B
San Luis Obispo, CA 93401

WealthSpring

One Park Plaza, Suite 600
Irvine, CA 92614
FINANCIAL ADVISOR'S WEBSITE
(562) 491-4410
(888) 491-4410

General

Leslie Wiberg is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WealthSpring in Long Beach, CA and the surrounding communities.

Financial Advisor Overview

Leslie Wiberg (CA Insurance Lic# 0K44630) is a Registered Representative and an Investment Adviser Representative with/and offers Securities and Advisory Services through Commonwealth Financial Network®, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are offered through WealthSpring or CES Insurance Agency.

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Financial Advisor Experience

Leslie develops and customizes comprehensive financial plans and personalizes client financial needs. She began working in the financial services industry in 1979 and has worked alongside partner John Willett for over 20 years before joining WealthSpring.
Throughout her career, Leslie has focused on building strong client relationships through solid customer service and a personalized approach to pursuing each client’s needs. Leslie is a Financial Planning Association (FPA) Member and Estate Planning Council Member in Long Beach. She earned a BA degree from UC Santa Barbara, is a CERTIFIED FINANCIAL PLANNER™ professional, completed a Paraplanner Credential and the Personalized Financial Planning Program from UC Irvine. She also holds FINRA Series 7, 24, 63, and 65 securities registrations through Commonwealth Financial Network.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

This communication is strictly intended for individuals residing in the states of: AK, AR, CA, CO, FL, GA, HI, IA, ID, KS, MA, MO, NM, NC, NJ, NV, NM, NY, OK, OR, RI, SC, SD, TX, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Buying a Home, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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