Broker Check
Leslie North, CFP®, CDFA®

Leslie North, CFP®, CDFA®

Leslie North, co-founder of Stonebridge Wealth Advisors, believes that, regardless of the topic’s gravity, future planning can be made simple – and she strives to make it just that for her clients. She begins every client relationship with a blank piece of paper and develops unique and specialized financial strategies that explicitly speak to the needs and nuances of each of her clients. The only formulas upon which she relies are those of intuition and insight.

Believing that comprehension brings with it confidence, Leslie dedicates herself to partnering with her clients and ensuring that they understand the large and the small of each recommended strategy. This educational approach gives clients a sense of assuredness in their financial decisions and outfits them with a language to rely on as their plans evolve with their lifestyle over time.

Leslie received her bachelor’s degree from DePauw University (concentrating in Economics and French). She is also a graduate of the University’s Management Fellows Program, an honors program with an emphasis in Management and Entrepreneurship. Leslie holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designations.

Leslie is a member of the Women’s Board of the Field Museum, the Kenilworth Garden Club and serves as a member of the Finance Committee and Chair of the Investment Committee of the Kappa Kappa Gamma national fraternity and foundation.

She and her husband have raised three children and are recent empty nesters. Their youngest son is a Junior at Cal Poly and older son and daughter live in Chicago. Leslie’s life outside the office is focused on family and time spent together. She is an avid home cook who is inspired by experimentation and when time allows, she loves to travel and explore new cities and experiences. Leslie and her husband spend time at their home in Chicago.