Wealth Strategist, Capital Group
Women in Wealth Reception:
Over the last half-century, women’s roles have evolved and changed, and while strides have been made, women still fall behind men financially in terms of earnings, investing, and retirement savings. As an advisor, you can help empower and educate your female clients on the best ways to fulfill their financial potential. While traditional investing programs have ignored the unique experiences of women that impact their financial lives, modern plans acknowledge the unique circumstances that impact women more than men, including caregiving, gray divorce, and widowhood. Whether you are just starting your career, redefining wealth, planning philanthropic giving, or helping your clients retire, there are steps to help your clients become more confident and empowered when dealing with finances. Walk away with actionable takeaways that allow your clients to take charge of their financial futures at any life stage.
Leslie Geller, JD, LLM, is a wealth strategist at Capital Group. She has 14 years of industry experience and has been with Capital Group for two years. Previously, Geller was a partner at Elkins Kalt Weintraub Reuben Gartside LLP, where she advised high- and ultra-high-net-worth clients on all matters related to taxation, wealth transfer, and family governance. Before that, she was an associate at Cleary Gottlieb. She earned an LLM in taxation from New York University School of Law, a JD from Boston College Law School, and a BA from Washington and Lee University. Geller is based in Los Angeles.