Leslie Roper Day, CFP<sup>&reg;</sup> - Financial Advisor

Leslie Roper Day, CFP®

Financial Advisor

Leslie Roper Day & Associates

950 Glenn Drive, Suite 230
Folsom, CA 95630
FINANCIAL ADVISOR'S WEBSITE
(916) 984-1150 CONNECT WITH Leslie
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General

Leslie Roper Day is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Leslie Roper Day & Associates in Folsom, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, UT, ID
  • Health/disability insurance: CA, UT, ID
  • Fixed annuities: CA, UT, ID
  • Variable annuities: CA, UT, ID

Broker-Dealer Affiliation

Commonwealth Financial Network®

Broker-Dealer Disclaimer

This communication is strictly intended for individuals residing in the states of AZ, CA, GA, IA, ID, IN, MD, NC, NJ, NM, NV, NY, OH, OR, SC, UT, VA, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Leslie Roper Day is a Registered Representative and Investment Adviser Representative with/and offers securities and advisory services through Commonwealth Financial Network, Member www.finra.org/www.sipc.org , a Registered Investment Adviser. Fixed insurance products and services offered through Leslie Roper Day & Associates or CES Insurance Agency.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth, Women's Finances

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