Leslie Myers
Leslie Myers
Financial Advisor
(760) 631-8771
40325 Winchester Road
Temecula, CA 92591
Get Directions
CA Ins. License #: 0613943

My Background

Over the last 30+ years, through workshops and personal consultations, I've helped a great number of people make sound financial decisions that have stood the test of time. I've done this with focus on their individual comfort level, investment timeline, and goals. Working together, we can create a strategy geared towards meeting three key financial goals: 1) wealth accumulation during your working years, 2) security and independence in your retirement, and 3) the transfer assets in the most advantageous manner. Periodically we will review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs and I'll be here for you at every stage of your life.

As a trusted partner of Frontwave Credit Union I have a strong history of working with credit union members, their family and their friends.

Specifically, we can make sure you have solid answers to these important questions:
  • Is your retirement money invested properly?
  • Will you have enough income in retirement?
  • What should you do with an existing retirement plan from a previous employer?
  • How will you pay for a child's or grandchild' s education?
  • Financially, what would happen to your family if you died?
  • How will you pay for long-term care?
I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It' s easy to get started. Please contact me for a no-cost, no-obligation  consultation.

My Education and Professional Designations ....
  • BS Finance, Chico State University, CA 1989
  • CWS® Certified Wealth Strategist

Career Highlights . . . 
  • Financial Services industry 30+ years
  • FINRA Registered
  • Life, Health and Annuity Licensed

Professional Services
  • Financial Planning
  • Wealth Preservation
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Tax-advantaged Investment Planning
  • Wealth Management
  • Portfolio Management
  • Financial and Insurance Planning
  • Retirement Income Planning
  • Education Funding