Leah Beltran

Leah Beltran

Branch Operations Manager

With over 20 years in the financial services industry, Leah plays a critical role in overseeing end-to-end operations functions, assisting the financial advisors with compliance, fiduciary oversight, and human resources. Beyond these responsibilities, she helps lead LFA’s marketing, product, and strategy initiatives that deliver our customized offering and drive our client experience. Leah joined LFA in 2008 and, during her long tenure, has played a key role in setting long-term vision and executing company strategy.

Prior to joining LFA, Leah held various positions at Washington Mutual Bank where she developed a deep understanding of what it takes to deliver a world-class customer experience as well as lead diverse and passionate teams of financial professionals.

Leah received her Bachelor of Science in Accounting from California State University, San Marcos. She met her husband here during their senior year. Outside of LFA you can find Leah, her husband and their twins enjoying the San Diego beaches and watching the kids play the sports they love.


CA Insurance Lic# 4013985