Leslie Trowbridge
- CFP®
Family First Financial Planning
Cornelia, GA
Contact Leslie
Leslie can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- Retirement Planning
- Benefits and Compensation Planning for Employees
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Divorce Planning
- Real Estate Planning
- Business Finance Planning
About
Leslie founded Family First in 1998 after working in the banking field for more than 15 years. She began her career as a Corporate Banking Officer and advanced to Vice President, Private Banking Executive, where she handled the investment and estate planning needs of affluent individuals and families. Throughout her banking career she has worked with the investment, cash flow and debt financing needs of both business owners and families to ensure that their financial needs were customized to their individual goals. Leslie works with new clients in Georgia, along with existing clients in Florida. She also works closely with each planner in her firm.
As the name of the company implies, family is first to Leslie. Leslie became interested in financial planning when she witnessed the impact that her elderly grandmother’s poor planning had on the family. “The rigors of family life – from being a granddaughter, daughter and a mother – have taught me firsthand how important financial planning is for a family,” says Leslie. That’s why I won’t sell you investments or guarantee you wealth and riches. I will give you the time, the information and the opportunity to make smart, informed financial decisions that are right for you, your family and your life.”
Leslie has been featured in various news outlets, including The Wall Street Journal, Bankrate.com, the Sun Sentinel, the Stuart News and the Palm Beach Post as well as other publications. Education is one of the three areas Leslie focuses on with her clients, along with simplification of their finances, and plan implementation. Through news articles and classes, Leslie is a firm believer in client education. She holds a B.S. in Finance from Auburn University.
Leslie is married to David and has three children – a son, Jake and daughters Erin and Megan.
Ready to get started? We have multiple ways to work with you, in person, online, or on the phone. But if for some reason meeting at your home or office makes the most sense- please let us know when you schedule an appointment, or send me an email: Info@FamilyFirstFP.com.