About LPL Financial
LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting nearly 22,000 financial advisors, and approximately 800 institution-based investment programs and 500 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.
*Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2023); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.
Mission Statement
To serve business owners and professionals who are planning for retirement and want a comprehensive retirement guide that will take them from work to play seamlessly.
Utilizing the talents of our affinity partners and our knowledge of financial markets and planning, we create a holistic financial plan that addresses all our clients' goals.
Leslea Stock-Lopez, CRPC®
President and Founder
A PERSONAL MESSAGE FROM LESLEA
I have built my practice with a commitment to serving my clients’ best interests.
As your financial advisor, my advice is based on a deep understanding of your financial needs and goals. I specialize in helping business owners and professionals who are planning for retirement and want a comprehensive retirement guide that will take them from work to play seamlessly.
- I recognize that my clients want customized strategies to grow and protect their wealth.
- They want a holistic approach to investing and a customized plan to support their retirement lifestyle.
- They want a knowledgeable advisor who monitors their investments for them and provides sound recommendations.
These priorities are my mission. Please contact me to learn more about how I can help you manage your goals.
Warm Regards,
PROFESSIONAL PROFILE
Leslea Stock-Lopez is the President and founder of Star Group Wealth Management and is a Chartered Retirement Planning Counselor ®.
Leslea is a 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 &2024 Five Star Wealth Manager*.
Leslea holds 2 business degrees from The Pennsylvania State University as well as security and insurance licenses. She is a lifetime member of the Alpha Omicron Pi Sorority and the Penn State Alumni Association.
Leslea works with clients in developing customized financial strategies using a variety of investments including stocks, bonds, mutual funds, ETFs, closed-end funds, unit investment trusts, REITs, insurance and annuities. She advises business owners and professionals approaching or in retirement in the areas of concentrated stock, stock options, restricted stock, pensions and other forms of compensation.
Leslea believes in giving back to her community in multiple ways:
- In 2020, she established the Alzheimer’s Association Houston Walk to End Alzheimer’s team “Walking with Grace” in memory of her grandmother, Grace Stock. Leslea and her team provide education, advocacy, and funding through this Walk.
- Leslea is on the Speaker’s Bureau for the Houston Chapter of the Alzheimer’s Association, providing education to caregivers and those with the disease.
- Leslea is a lifetime member of the Houston Livestock Show and Rodeo, dedicated to benefiting youth, supporting education, and facilitating better agricultural practices.
- She is the past-president of the Midtown Business Network, the Memorial Women’s Business Network, and the Houston Chapter of Women in Insurance and Financial Services.
- Leslea sits on the board of the Women Driving Business committee for the Houston West Chamber of Commerce and is a graduate of the 2015 West Houston Leadership Institute.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final lists of 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023 & 2024 Five Star Wealth Managers.
