whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-building tip-modal tip-question-mark
Mini leslie merrithew
Merrithew & Thorsten, Inc
San Diego, CA

Leslie Merrithew

CFP®
Fee-Only Planner - Client always comes first!
Score:
--

Meet Leslie

Les Merrithew entered into the financial planning profession in 1980 as a tax preparer. To date, the firm has a practice of over 400 individual tax returns. Les obtained his real estate license in 1978, and his insurance license in 1982.

In 1985 he became a Registered Representative and earned his designation as a Certified Financial Planner licensee in the following year. He became a Registered Securities Principle in 1987,…

Les Merrithew entered into the financial planning profession in 1980 as a tax preparer. To date, the firm has a practice of over 400 individual tax returns. Les obtained his real estate license in 1978, and his insurance license in 1982.

In 1985 he became a Registered Representative and earned his designation as a Certified Financial Planner licensee in the following year. He became a Registered Securities Principle in 1987, and then a Registered Investment Advisor with the California State Department of Corporations in 1993.

Les has lectured at San Diego State University and conducted several seminar series and introductory courses in personal finance within his local community.

He's been quoted in national and local news outlets, and among others holds professional memberships with the following organizations:

• Inland Society of Tax Consultants
• National Association of Tax Practitioners
• National Association of Enrolled Agents

Through Money Quotient, Les has currently completed coursework in Life Planning, which focuses on examining the financial answers to life’s questions.

Les focuses his expertise in the areas of tax planning and preparation, estate planning and administration, retirement planning and real estate. He prides himself on maintaining close client relationships. As a result of this ethos, his practice has grown primarily through the unsolicited referrals of his current clients who, on average, have been with him for 10 to 20+ years.


Services offered

Investment Management
Financial Planning
Asset Allocation
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
LGBT Services
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Based on % of assets
Flat Fee/Retainer

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

NAPFA - National Association of Personal Financial Advisors
FPA - Financial Planning Association

Education

Bachelors - San Diego State University
Spinner Loading...