Anne Leeson, CFP®Certified Financial Planner®
Everyone has a dream for the future. Realizing your dream is not a matter of luck – it takes long-term planning. Anne’s greatest joy is helping people get to where they want to be by turning plans into peace of mind. She will help you and be with you along the way, to make sure you’re always on track through life’s inevitable changes.
Anne achieved her Certified Financial Planning designation 2007. A former employee of a large insurance company, Anne was a mortgage specialist for nine years.
Her interest in finance and desire to help people led her to personal wealth management and financial planning. Anne has served on the board of Family Services Thames Valley and is an avid tennis player.
Insurance products available through Anne Leeson.