Leslie Merrithew

Further information about Leslie Merrithew:

I have been assisting clients shape their Financial Futures for the last 30 years.

I have been mentioned in several articles in major financial publications over the years.

I started as a commission broker, I was a registered principle with SunAmerica Securities when a little over 11 years ago I decided that the Fee-Only model of Financial Planning was a more ethical way of helping my clients.

I Joined NAPFA the organization of Fee-Only Financial Planners.

Compensation and Fee Structures:

Fee-Only, we have two contracts.

One for Comprehensive Financial Planning and another for Asset Management. Our fees are based on complexity for comprehensive planning and amount of assets for asset management.

Licenses, Certifications & Affiliations:

Certified Financial Planner - 1986
Enrolled Agent (Enrolled to Practice before the IRS)
Member - NAPFA, FPA, Money Quotent, Kinder Institute of Life Planners.

Education:

BS Business San Diego State College - 1972
CFP, California Luthern College - 1986

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Further information about Merrithew & Thorsten, Inc.:

(Size of firm: 0-9 advisors)

Merrithew & Thorsten Inc. is a Comprehensive Financial Planning Firm. We currently assist 120 clients with Planning as well as asset management. We are a full service firm including tax preparation as well as estate planning including preparation of wills and trusts.