Leslie Ballantine, AIF®, CPFA, NQPA™, QKA®

Principal

Louisville

Client Advisory

Biography

Leslie is a Principal in the Louisville, KY office. As a member of the Retirement Plan Consulting team, she delivers tailored solutions designed to address the unique needs of businesses and their employees. In addition to supporting defined contribution plans, Leslie specializes in non-qualified deferred compensation plans, crafting customized strategies to enhance recruitment and retention efforts.

Prior to joining Cerity Partners, Leslie served as a Retirement Plan Advisor at ARGI Financial Group. She began her career at an investment management firm where she conducted due diligence for actively managed mutual funds and worked in an investment fiduciary capacity for corporate retirement plan clients.

In her spare time, Leslie enjoys reading, spending time outdoors, and traveling with her family.

Education

  • B.S. in Finance from Murray State University

Highlights

  • Qualified 401(k) Administrator (QKA®)
  • Accredited Investment Fiduciary® (AIF®)
  • Nonqualified Plan Advisor (NQPA™)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Member of the Retirement Plan Investment Committee

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