Gwendolyn Slater

Registered investment advisor

Gwen is the founder of Slater Financial Services, Inc. dba Ledger Plus. She began her career as an IRS agent. She then became a certified public accountant in 1986 and started her own accounting business. Gwen’s passion as a CPA and a business owner is to promote small businesses, encourage small business owners and develop accounting skills. Gwen has a long history as a tax accountant, was a pro advisor for QuickBooks, and keeps abreast of the ever-changing laws to focus her attention to clients who need tax help.

Gwen is an experienced financial advisor since 1999 and is known for helping, educating, and supporting clients as they develop strategic investment plans for the future.

Gwen enjoys Zumba, strength training, and tennis. She has played on women’s tennis leagues since 1994 and her teams have won state championships and one year went to a national championship. She loves to travel and has been to many places around the world. Her favorite places to visit were Machu Picchu, Lake Titacaca, Italy and Spain.

 

Angel Christina Slater

Advisor’s assistant

Angel is an advisor’s assistant with Osaic Wealth Inc. and is responsible for servicing and supporting financial clients. Her primary objective is to provide excellent customer service to the clients and support the advisor by carrying out administrative responsibilities.

Angel enjoys spending time at music festivals, gaming, concerts, karaoke, and writing poetry.

 

Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Investment advisory services offered through Arbor Point Advisors. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

PLEASE NOTE: The information being provided is strictly as a courtesy and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web site This communication is strictly intended for individuals residing in the states of CA, CO,, FL, MD,  NH, OR,, TX,. No offers may be made or accepted from any resident outside the specific state(s) referenced.

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