Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC 1905 The Alameda, San Jose, CA 95126

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients.

Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.

Lesley is also a Certified Estate Planner™, leading in the education and support of financial professionals in the field of estate planning. With the Certified Exit Planning Advisor® Program, Lesley is trained in exit planning for entrepreneurs. Holding the Chartered Financial Analyst® designation, Lesley is skilled in securities analysis and investment management. Lesley is also a CERTIFIED FINANCIAL PLANNER™, recognized for excellence in personal financial planning.

Furthermore, Lesley is a Certified Fund Specialist, with advanced knowledge in mutual funds and portfolio construction. Lesley is a Chartered Financial Consultant®, demonstrating expertise in financial planning. Holding the Chartered Special Needs Consultant designation, Lesley is equipped to handle the complexities of planning for families with special needs. Lesley is also a Certified Investment Management Analyst®, showing in-depth management capabilities.

Lesley is a Certified Kingdom Advisor®, offering biblically wise financial advice and personal growth. With the Certified in Long-Term Care designation, Lesley is equipped to address long-term care planning. As a Chartered Life Underwriter, Lesley focuses on retirement planning and financial needs. Lesley is also a Certified Military Financial Advisor®, trained to serve military personnel and veterans.

With a wealth of expertise and a commitment to excellence, Lesley Lemessurier is dedicated to providing top-notch financial services to clients in San Jose, California.