Legacy and Estate Planning with Capital Group’s Leslie Geller - a podcast by Costanzo Financial Group (CFG)

Leslie Geller is a wealth strategist at Capital Group (American Funds). She has 15 years of industry experience and has been with Capital Group for three years. Prior to joining Capital, Leslie was a partner at Elkins Kalt Weintraub Reuben Gartside LLP where she advised high- and ultra high-net-worth clients on all matters related to taxation, wealth transfer and family governance

Further episodes of The CFG Podcast Series: Retirement Planning

Further podcasts by Costanzo Financial Group (CFG)

Website of Costanzo Financial Group (CFG)