Leslie Ann Manuel, CFP®

Investment Counselor

T(626) 792-2228

Elmanuel@cliffordswan.com

Leslie joined the firm in 2025 as an Investment Counselor, bringing 19 years of experience delivering individualized financial and investment advice. As a Certified Financial Planner™, she crafts tailored wealth management plans, developing customized asset allocation strategies and portfolio management to help clients grow and preserve their wealth. Leslie collaborates with her clients’ trust attorneys and CPAs to provide guidance on estate planning and wealth transfer solutions.

Leslie was born and raised in Hawaii. She moved to California for college and earned her Bachelor of Science in Business Administration from Pepperdine University in 2006.

I find great fulfillment in building deep, lasting relationships with clients. Success becomes a shared journey.

 

— Leslie Ann Manuel, CFP®

Education

Pepperdine University, Bachelor of Science, Business Administration, 2006

Certifications

Certified Financial Planner™, 2017

Articles from Leslie Ann Manuel

  • Wealth Planning

    Understanding the One Big Beautiful Bill Act: Key Tax Changes

    On July 4, 2025, President Trump signed into law H.R.1, commonly known as the “One Big Beautiful Bill Act” (OBBBA). This sweeping legislation addressed the scheduled expiration of tax provisions from the 2017 Tax Cuts and Jobs Act (TCJA) while introducing new tax measures and tweaking existing rules. Here’s what you need to know. Income […]

    Leslie Ann Manuel, CFP®