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Vera K

CFP®, Series 65

Portsmouth, NH

Saltbox Financial LLC

Vera Kelsey Watts is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and holds a Series 65 license with 12 years of industry experience. She has been with Saltbox Financial LLC since 2014. Saltbox Financial LLC serves individuals, couples, families, and select charitable organizations with financial planning, investment advisory, and portfolio management services. The firm emphasizes customized portfolios and direct manager engagement, offering comprehensive wealth-management relationships and in-house tax-preparation services.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Annuities
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Leslie M

CFP®, Series 65

Portsmouth, NH

Saltbox Financial LLC

Leslie Modica is a CFP® and holds a Series 65 license with three years of industry experience. She is currently an advisor at Saltbox Financial LLC, where she has worked since 2021. Outside of financial advising, Leslie is involved in the restaurant industry as a server at Festina Lente in Kittery, ME. Saltbox Financial LLC provides financial planning, investment advisory, and portfolio management services to individuals, couples, families, and select charitable organizations. The firm focuses on customized portfolios and integrates socially responsible and impact-oriented investment strategies.

College savings (529s, UTMA, etc.) Charitable giving & philanthropy Annuities
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