Bellevue

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Financial Advisor, Money / Financial Coach, Financial Planner, Insurance Planning Specialist, and Retirement Coach / Advisor
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Tresa Leftenant CFP® BFA®

Senior Vice President, Cornerstone Financial Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I've been in the money business since I was 15 years old, as my first job was in my hometown bank. I was fortunate to Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
An Ameriprise Financial Franchise.  Products from Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made Read more...
SPECIALTIES.
  • Charitable Planning
  • Divorce
  • Family Legacy Planning
  • Financial Planning
  • Financial
  • IRA
  • Legacy Planning
  • Managing
  • Money Mindsets
  • Personal Growth Coaching
  • Personal Tax Planning
  • Retirement planning
  • Self Directed IRA
  • Socially Conscious Investing
  • Tax Mitigation
  • Trust Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
11400 SE 8th St suite 225
Bellevue
Washington
98004
United States
SERVING:
All 50 States
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