Our Team

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.

Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.

There's strength in numbers, which is why Polaris Wealth Advisory Group uses a team-based approach.

Lesley Valenzuela, Operations Manager

Lesley is an Operations Manager at Polaris Wealth. She has over 6 years of experience in the financial services industry. Lesley works closely with advisers and custodians in the onboarding process of new clients, which involves opening new accounts, monitoring asset transfers and the funding of new accounts. She also assists in fulfilling service requests for existing clients.

Lesley graduated from Miriam College in the Philippines, where she earned her degree in Communications. In her free time, Lesley enjoys cooking, traveling and spending time with her family and friends.

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