Leslie S. Klein, CFP®, AEP®

Director, Gift Planning Advisor

Leslie oversees the development and implementation of a comprehensive planned giving strategy and manages The Foundation’s complex estate administration activities. She works closely with San Diego’s professional advisors to customize charitable solutions for their clients – combining donors’ visions with The Foundation’s expertise in philanthropy and financial management. She has been a Certified Financial Planner for 25 years of her career in the fiduciary and investment management marketplace. Before joining The Foundation nine years ago, Leslie was Vice President/Wealth Management Advisor at HomeFed Trust, Bank of Southern California, Wells Fargo, First National Bank, and First American Trust. Leslie graduated from Miami University, Oxford, Ohio. She is past Board Chair of the Estate Planning Council of San Diego and Past President of the Financial Planning Association of San Diego.