Published in Orange County Business Journal on April 16, 2018:
Leslie Calhoun, Senior Partner & Chief Compliance Office was nominated for the Orange County Business Journal‘s 2018 Woman of the Year award. This award is designed to recognize outstanding professional women who have made significant contributions to their organizations, their professions and the Orange County community.
As quoted in the Orange County Business Journal on April 16, 2018: “In her 11 years at Optivest Wealth Management, Leslie Calhoun implements tactical investment strategies and monitors investment performance. With more than 25 years of investment industry experience, she works to provide the utmost care in serving her clients’ financial needs and facilitating success. Calhoun’s passion lies in fostering financial growth for successful women leaders. She takes great pride in her ability to do more than just manage client portfolios; she works to instruct, guide and deliver customized financial and investment insight for her clients amidst their fast-paced lives. Calhoun also coaches individuals going through difficult transitions, working to build confidence, knowledge, independence and self-esteem. Optivest began in 1987 with the goal of providing holistic wealth management services to a select group of successful individuals and families in Southern California.”