CERTIFIED FINANCIAL PLANNER™ Practitioner
University of Wisconsin – Madison, BS, Consumer Science-Personal Finance
Leslie Pinto brings more than 8 years of experience in financial planning and wealth management to her role at EP Wealth Advisors, which she joined in 2019 along with other members of the Guidant Wealth Advisors team. Leslie’s previous responsibilities include serving as Vice President and Lead Relationship Manager at Northern Trust, Vice President at First Foundation Advisors, and Family Office Planner at Credit Suisse. She is accredited as a CERTIFIED FINANCIAL PLANNER™ professional and holds a degree in Consumer Science-Personal Finance from the University of Wisconsin – Madison. Away from the office, Leslie enjoys spending time with her husband and two kids, working out and traveling.