Practicing as a financial advisor since 1984. Leslie's background includes working for a prominent financial services company in a District Manager position. Her duties included the management and training of representatives in the areas of business and personal finance. In company training programs, she taught a broad range of subjects including estate planning strategies, buy-sell arrangements and charitable giving techniques.
Today Leslie creates comprehensive financial plans for individuals and couples who wish to implement strategies for retirement, education, estate tax, income tax, risk management and investments. She also extensively works with business owners to create high-quality yet affordable employee-benefits programs. Leslie has extensive knowledge in the field of Socially Responsible and Community Investing.
A certified business-development coach, Leslie works with entrepreneurs, business owners, and professionals to create better businesses and lives though a unique coaching program. Leslie also offers Money Coaching services, designed to help individuals have a healthier relationship with money.
Business Development Coach
Certified Long-Term Care Consultant
State University College at Stonybrook, NY
Bachelor of Arts
State University of New York at Delhi, NY
Associate in Applied Science
E-Myth Worldwide, E-Myth Consultant Certification Program
Business Coaching via E-Myth, January 2001
Certified Money Coach via Money Coaching Institute in Petaluma CA.
Certified Long-Term Care Consultant, November 2001
National Association of Insurance and Financial Advisors
New York State Association of Insurance and Financial Advisors
Social Investment Forum
Long term Big Sister through the Big Brothers/Big Sisters organization
Past President of Board of Directors, Alternatives Federal Credit Union
Tompkins Time Traders Board Member
One on One Big Brothers/Big Sisters
Headcount.org (Voter Registration Coordinator)
Fresh Air Fund Host
Local First Ithaca Steering Committee Member
Check the background of this investment professional on FINRA's BrokerCheck.
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Angela O'Neill is licensed in New York, Florida, Georgia and Maryland.
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