Leslie T. Trowbridge,  CFP<sup>&reg;</sup> - Financial Advisor

Leslie T. Trowbridge, CFP®

Family First Financial Planning

850 NW Federal Hwy
Stuart, FL 34994-1019
FINANCIAL ADVISOR'S WEBSITE
(772) 320-5511 CONNECT WITH Leslie
  • facebook link
  • twitter link
  • linkedin link

General

Leslie Trowbridge is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Family First Financial Planning in Stuart, FL and the surrounding communities.

Financial Advisor Overview

I work with a variety of individuals from young families needing an extra hand financially to retired individuals wanting a financial checkup.   Basically, I offer an independent review of your financial status and goals without any bias toward selling you an investment.  I can recommend investments but I do not sell them directly.   I review budgeting, credit card debt repayment strategies, retirement funding adequacy, college funding goals, estate planning,  and investments and help you reach your goals in these areas.

More

Financial Advisor Experience

In addition to a B.S. in Finance and 15+ years in the banking industry, I earned my CFP in 1995.   In 1998 I started my firm and have been providing hourly financial advice ever since. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Getting Married, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources