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Leslie brings to Witt
Consulting over twenty years of experience in the accounting and
financial services industry. She provides a unique skill set that
is unmatched in the industry. Deeply rooted with an accounting and
tax compliance background, Leslie can easily show the client how
a particular investment or strategy will affect their tax return.
As a partner with
a regional accounting firm, Leslie led outsourcing Estate and
Trust tax engagements for City National Bank and Sumitomo Bank,
as well as serving high net worth clients and small businesses
with their tax and financial planning needs.
While at Ernst &
Young as a Tax Practice Coordinator, she assisted the National
Practice in setting tax compliance policies and procedures and
also managed an outsourcing engagement for Bank of America, whereby
she was responsible for the division preparing over 10,000 personal,
fiduciary, estate tax, charitable and private foundation tax returns.
Finally, at PricewaterhouseCoopers she specialized in providing
tax consulting and compliance services to high net worth individuals
in the San Francisco area.
Leslie is a Certified
Public Accountant as well as a Certified Financial Planner. She
is a member of the American Institute of Certified Public Accountants,
the California Society of Certified Public Accountants, and the
Certified Financial Planners Association. Leslie obtained her
degree in business administration from National University in
San Diego, California where she graduated Summa Cum Laude. Leslie
is licensed to sell life and health insurance and securities in
California.
Direct: (760) 804-8057
Cell: (760)
419-9551
Securities offered
through NFP Securities, Inc. A Registered Broker/Dealer, Member
NASD/SIPC
Leslie K. Witt,
Registered Representative
California License
# 0D26494
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