Leslie R. Merrithew,  CFP<sup>&reg;</sup> - Financial Advisor

Leslie R. Merrithew, CFP®

EA

CFP, E.A.

Merrithew & Thorsten, Inc.

9820 Willow Creek Road, Suite 200, Suite 200
San Diego, CA 92131
FINANCIAL ADVISOR'S WEBSITE
(800) 591-9211
(858) 547-1845

General

Leslie Merrithew is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Merrithew & Thorsten, Inc. in San Diego, CA and the surrounding communities.

Financial Advisor Overview

We are a Fee-Only Planning Firm offering Comprehensive Finanial Planning in all areas as well as asset management on a Fee-Only Basis. No commissions

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Financial Advisor Experience

Over 40 years in Financial Planning, for the last 20 I have been in a Fee-Only Practice. CFP and Enrolled Agent.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 62, 63, 65, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Brandon Thorsten, Masters In Financial Planni, EA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

None, We are Fee-Only and only work for our clients and not a brokerage firm.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Getting Married, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Starting a Family, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources