Leyna Zarbough Senior Wealth Advisor
Joined Northern Trust
- Bachelor of Arts magna cum laude from Chapman University
- Masters in Taxation with a Certificate in Estate Planning from Villanova University School of Business
- Certified Financial Planner (CFP)
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.
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.
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.