Management Bio

Lesli Wang

Lesli has been assisting business owners with their insurance and employee benefits needs for over 5 years. She has developed strong relationships with John Hancock Financial (401(k) plans), Total Administrative Services Company (FSAs, HRAs), and various insurance companies that provide business or group health insurance. Maintaining these relationships is crucial in providing CFO, Inc. clients and their employees with the best possible service.

Lesli is licensed to transact life and variable annuity products, as well as fire and casualty. Prior to joining CFO, Inc., Lesli spent many years in the commercial real estate industry.