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Leslie C
CFP®, Series 63, Series 66
Falmouth, ME
Commonwealth Financial Network
Leslie Couper is a CFP® professional with 24 years of industry experience, currently affiliated with Commonwealth Financial Network and Casco Bay Wealth Advisors. She has been with Commonwealth since 2002 and has worked at Casco Bay Wealth Advisors since 2013. Outside of advisory roles, she serves as president and part owner of CBWA Holdings, LLC, a private entity supporting securities and insurance operations. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm offers a broad platform with discretionary model portfolios and various program structures, delivering operations, trading, technology, compliance, and practice-management support to affiliated advisors.
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