Broker Check
Leslie Elson

Leslie Elson

Financial Advisor

I am extremely proud to be part of a team of advice‑based financial advisors. Financial planning is far from being just about numbers. It is about helping people clarify what matters most, empowering them with a thoughtful plan, and partnering with them long‑term as they navigate life’s milestones. My mission is to be a trusted guide throughout my clients’ personal and financial journeys, supporting them through both the challenges and the triumphs so they can live more confident, intentional, and secure lives.

 

I began my career in financial services in 2018 with a sincere passion for making a direct impact on people’s well‑being. I quickly learned that this profession, when practiced with integrity and heart, allows you to meaningfully improve the lives of others. After observing certain industry trends, I realized how essential it was for me to be independent and move toward fiduciary, advice‑driven planning rather than transactional sales. During the pandemic, I joined LOTUS Financial Partners because their process and their core values (CLARIFY, EMPOWER & PARTNER) aligned perfectly with my own philosophy and how I want to serve my clients.

 

I work with a broad spectrum of clients, from those just beginning to build their financial foundation, those navigating major life transitions or growing their wealth, and retirees who need sound distribution strategies. I especially enjoy partnering with individuals and families who are ready to take action, want clarity around their full financial picture, and value a long‑term, collaborative relationship with an advisor.

 

I might be the right advisor for you if you…

  • Want to better understand and organize your full financial picture
  • Are serious about taking action toward your goals
  • Value independent, objective advice
  • Want a partner to coach you, support you, and hold you accountable along the way
  • Love plants, cats, and spending time in the mountains (maybe I’ll find you on top of a 14er!)

 

EDUCATION & LICENSES

  • Bachelor of Arts in Journalism
  • Bachelor of Arts in Spanish
  • Master of Arts in Spanish Language and Translation
  • FINRA Series 6, 63, 7, and 66 Securities Registrations
  • Life, Health, and Long‑Term Care Insurance Licenses