Working with Us
What to Expect
We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:- Time – to get to know you and what matters most to you and your loved ones
- A personalized investment plan tailored to your unique life goals
- Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
- Holistic, big-picture advice throughout your financial journey
Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.
Put your future into focus today. Contact us to get started on a personalized investment plan.
Alisha Leone
Financial Advisor
Focus
As a Financial Advisor, I am committed to helping individuals, families, and business owners bring clarity and confidence to their financial lives. I design thoughtful, goal aligned strategies that reflect each client's unique priorities, values, and tolerance for risk. My mission is to deliver comprehensive, personalized financial guidance and portfolio management with an unwavering standard of service, integrity, and long-term collaboration.
Background and experience
My career began with more than 12 years in accounting and business management consulting, where I focused on simplifying complex financial challenges into clear and workable strategies. That foundation shaped my analytical approach and fueled my passion for helping people make sound financial choices that align with both present priorities and future ambitions.
Since joining Wells Fargo Advisors in 2016, I have applied that same thoughtful and process-oriented mindset to comprehensive wealth management. I work closely with clients to integrate every aspect of their financial lives into a cohesive strategy, helping them navigate complexity and uncertainty with purpose and confidence. I hold Series 7 and Series 66 registrations and am licensed in California for life, accident, and health insurance products.
Away from the office
Outside the office I spend my time with my husband and six kids, cheering at games, spending time by the ocean, camping or hiking. I am a lifelong learner with a strong interest in physics and other sciences. I balance that quieter curiosity with high energy pursuits like running, motorcycle riding, and desert racing.
eMoney Advisor®
A modernized approach to advice
Leveraging our industry leading advice tools and resources simplifies the planning process and allows you to track closer to your desired outcomes.
