Michael A. Leslie
Helping Entrepreneurs & Executives Work To Build Wealth, Minimize Taxes, and Retire Strategically | Financial Educator | Wealth Strategist
- Role
- Financial Advisor at Voya Financial Advisors
- Location
- New Castle, DE, US
- LinkedIn followers
- 500 followers
About Michael A. Leslie
I’m a CFP® professional helping individuals and families make informed decisions around tax-aware financial planning, retirement strategy, and long-term wealth management.My work focuses on identifying planning gaps, cash flow, and investment strategy while bringing clarity and structure to complex financial decisions. I take a disciplined, forward-looking approach and coordinate with tax professionals when appropriate, always within applicable rules and regulations. I enjoy working with anyone who values thoughtful planning, education, and long-term execution.My philosophy is simple: clear strategy, proactive planning, and consistency drive better financial outcomes over time. Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.
Experience
Financial Advisor
Jun 2025 — Present · New Castle, DE, US
Helping individuals, families, and business owners take control of their financial future through personalized planning, investment strategies, and retirement solutions. At Voya, I manage an existing book of clients, support a state-sponsored retirement plan, and provide Personal CFO-level services to simplify and optimize every aspect of my clients\' financial lives. Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc.(member SIPC).
Education
Temple University
BA, Political Science
Saint Joseph's University
MBA, Finance
2010 — 2015
The American College of Financial Services
Certified Financial Planner, Financial Planner
Skills
- Investments
- Financial Planning
- Wealth Management
- Finance
- Options
- Portfolio Management
- 401(K) Retirement Savings Plans
- Personal Finance
- Retirement
- Bonds
- Strategic Financial Planning
- Financial Markets
- Trading
- Financial Services
- Retirement Planning
- Finra
- Investment Management
- Fixed Income
- Asset Management
- Long Term Care Insurance
- Relationship Management
- Asset Allocation
- Banking
- Mutual Funds
- Fixed Annuities
- 401k
- Hedge Funds
- Series 63
- Investment Advisory
- Securities
- Equity Trading
- Investment Strategies
- Alternative Investments
- Series 24
- Financial Advisory
- Etfs
- Bloomberg
- Capital Markets
- Series 7
- Equities
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