Lesley Nolen '93
Lesley specializes in advising high net-worth business owners, families and individuals in reaching their financial goals through:
- Wealth Management
- Retirement Strategies
- Group Benefits
- Financial Planning
- Business and Estate Transfer Strategies
Lesley graduated with a Bachelors Degree in Finance from California State University of Fullerton. She holds her series
7 and 66 Securities Registrations, along with her life and health insurance licenses. She is a Registered Representative
and an Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC.
Prior to working in the financial industry, Lesley spent 14 years working in the medical field. She spent the majority of those years providing medical services and supplies to physicians, hospitals and individuals. She decided to leave the medical field for the financial services industry in order to utilize her knowledge and passion to assist others in achieving their goals and dreams through financial strategies.
Lesley was born and raised in Huntington Beach, California and currently resides in Costa Mesa, California. She strongly believes in giving back to the community and is very active in an organization called “Giving It Back to Kids”, which provides for the needs of the less fortunate children around the world. Her passion for caring is also extended to animals. She is involved in a group called, “Saving Our Strays” in Huntington Beach, which finds loving owners for homeless animals. In her free time, Lesley enjoys traveling, the outdoors, tennis, kayaking and keeping fit.
Lesley’s Professional Philosophy is: “I help successful people make smart decisions about their financial situation so they can spend more time with their families, have more fun, and spend more time doing what they enjoy.”
For more information contact Alice Rodriquez at: (657) 278- 4229.