- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research

Expertise
As a Senior Wealth Advisor, Leyna specializes in wealth management and advisory services for high-net-worth individuals and families. Her focus is to provide a deep wealth planning expertise to all aspects of highly sophisticated estate, tax, and investment planning including the analysis, development and implementation of complex wealth transfer plans. Leyna enjoys working closely with clients and their advisors on complex wealth strategies that are structured to meet client goals with the highest degree of confidence.
Experience
Prior to joining Northern Trust in 2014, Leyna spent 8 years as a Financial Consultant for Wells Fargo Advisors. There Leyna worked closely with clients to help them achieve their investment and retirement goals. As a Financial Consultant, Leyna built and traded customized portfolios, reviewed asset allocations and created and discussed comprehensive financial plans.
Community Involvement
Leyna is an active member of the Impact Philanthropy Group with the Orange County Community Foundation. She enjoys fundraising and participating in events supporting the Assistance League of Huntington Beach, Edison High School Alumni Hall of Fame and the OC SPCA.
Joined Northern Trust
2014
Education
Bachelor of Arts magna cum laude from Chapman University. Masters in Taxation with a Certificate in Estate Planning from Villanova University School of Business.
Credentials
Certified Financial Planner (CFP)
Newport
Cash Services Available | ATM in lobby*
660 Newport Center Drive
Suite 1100
Newport, California 92660