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Les Watson

CFP®, CPWA®, CIMA®, RMA®, CEPA®, RICP®

Firm: YellowWood Wealth Solutions

Location: Virtual

Les takes a Wealth Management approach with clients, getting to know their specific Life, Financial Planning and Investment challenges. After the initial strategy is in place, Les communicates with clients on a regular basis to help make sure that changing circumstances haven’t created a need to adjust the strategy. Les excels at helping clients cope with the emotional aspects of investing, insuring that financial goals are kept front and center even during times of tough market volatility and negative news in the media.


  • NicheNiche / Specialty: Middle-career professional and retirement transitioners
  • NicheYears of Experience: 23