My mission is to help my clients live their best financial life! As VP, Wealth Advisor & Wealth Planning Team Leader for DiNuzzo Wealth Management, I create customized wealth accumulation & retirement plans for a wide range of clients. I work to build trust with clients, understanding their individual financial situation and proactively update their investment portfolio based on market conditions and new tax/legal strategies. I consistently expand my financial expertise, earning the Certified Financial Planner (CFP®) certification, Chartered Financial Consultant® (ChFC®) credential, and Accredited Investment Fiduciary® (AIF®) certification. I am a leader within my organization, in
Leslie Taylor-Neumann
VP, Wealth Advisor & Wealth Planning Team Leader
DiNuzzo Wealth Management
United States, Maryland, Cumberland
About Me
Profile Information
VP, Wealth Advisor & Wealth Planning Team Leader
DiNuzzo Wealth Management
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Cumberland
Maryland
United States
Aug 26, 2025
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