Tresa Leftenant, CFP®
Tresa is a CERTIFIED FINANCIAL PLANNER™ and founder of My Financial Design, an independent financial and investment management company in Bellevue Washington. She became affiliated with One Oak Wealth Management in 2017 to combine each firm’s respective expertise for the mutual benefit of both firm’s clients.
After attending college at Utah State University and University of Colorado, Tresa began her career in 1980 as a municipal bond trader and underwriter at a regional brokerage firm in Denver Colorado. She then segued into working with individual investors in 1989, earning her CFP® designation in 1990. She also holds her FINRA Series 7, 24, and 63 securities registrations, as well as state insurance licenses with LPL Financial.
Tresa will use her expertise in financial planning to assist clients of One Oak Wealth Management through the process of developing their own financial plans. For over thirty years she has helped hundreds of people pursue their financial goals, and her coaching and financial practice is focused on bringing awareness to how our relationship with money may be blocking financial success. She encourages every person to courageously engage financial planning, so they can have a personalized plan to create the financial life they desire.
Tresa is the author of Reinventing Her, Helping Women Plan, Pursue and Capitalize on Their Next Chapter, as well as a Certified Canfield Trainer of The Success Principles and a Certified Facilitator of The RIM Method. Tresa is married to Gordon, an anesthesiologist and has three adult children. They enjoy traveling, hiking, attending movies and lighthearted debate around current topics of the day.
CERTIFIED FINANCIAL PLANNER™ Professional
FINRA Series 7, 24, 63 held through LPL Financial
Life, Accident and Health Insurance Licenses in the states of WA, CA, OR, KS, and NJ
Tresa is a popular speaker for local organizations in the area of personal development and life success.