Lesa Skarlot
Operations/Compliance
Balboa Wealth PartnersWith 39 years of comprehensive experience, Lesa Skarlot is a seasoned professional in the financial services industry. Her background includes hands-on experience across operations, compliance, institutional trading desks and sales, giving her a well-rounded perspective on regulatory needs and industry best practices.
Lesa is dedicated to strengthening the framework that empowers Balboa Wealth Partner Advisors as they work to help clients achieve their financial goals. She holds multiple professional licenses, including the Series 7, 63, and 24, along with the Certified Anti-Money Laundering Specialist (CAMS) designation.
In her free time, you will find Lesa hiking, traveling, and pursuing her love of archaeology.