Palm Springs, California
Address:
777 Taquitz Canyon Way, Suite 200-13
Palm Springs, CA, 92262
Phone:
Fax:
760-688-3767
Neal Wilson
Financial Advisor
Neal has been in the Financial Services Industry for 35 years and in the Palm Springs area since 1991.
Throughout his career, Neal has built a reputation for his dedication to his clients' financial well-being. He takes the time to understand their individual goals, risk tolerance, and long-term aspirations, tailoring his advice to suit their specific needs. Whether it's retirement planning, investment strategies, or wealth management, Neal leverages his extensive experience to develop personalized strategy that align with his clients' objectives.
Neal holds bachelor degrees in both Finance and Biology from the University of Oregon.
Outside of work Neal’s passions are spending time with his family, traveling , hiking, sailing , college football and wine tasting.
Neal Wilson is solely an Investment Advisor Representative of the Wealth Consulting Group, and not affiliated with LPL Financial.
Address:
777 Taquitz Canyon Way, Suite 200-13
Palm Springs, CA, 92262
Phone:
Website:
Sean Heslin
Wealth Advisor
Sean K. Heslin - LPL Financial Advisor
In 2017, I took a leap of faith. Leaving behind a beloved job in Los Angeles, my husband at the time and I packed up our two dogs Sophie and Oscar and headed east to create a new life in the beautiful desert oasis of Palm Springs.
With over 30 years of experience in the financial services industry, I quickly established myself in the Coachella Valley. Four years later, I founded Heslin Wealth Management, an independent firm affiliated with LPL Financial.
I'm currently accepting new clients and am happy to review existing accounts and retirement plans. A complimentary review may uncover strategies to help you work towards your financial goals.
My career has allowed me to work with thousands of clients and a wide range of financial products. I collaborate with estate planning attorneys and CPAs to provide a holistic approach to financial planning.
Giving back to the community is important to me. I'm a sustaining donor at The LGBTQ Center of the Coachella Valley, where I'm also an Emerald Level business partner.
Born and raised on Long Island, New York, I graduated from the University of Michigan, Ann Arbor with a degree in Economics and French. My education ignited a passion for travel and a global perspective. After living here for more than 8 years, I’m still enjoying life in Palm Springs with my pups Sophie and Oscar while also dating a wonderful new man who lives in Minneapolis.
Fred Borho
Office Manager
I come to Heslin Wealth Management after 35 years in the financial and health insurance industries. I was a bank branch manager for a number of years before moving to health insurance. Beginning in customer service I worked my way up to executing and managing provider contracts. The interaction with my clients was my favorite part of my job.
I am a native of Louisville, Kentucky and have spent the last 12 years in Southern California, the last five in Palm Springs. In my time away from work, I enjoy reading, pickleball and exploring everything “Palm Springs”.
I look forward to working with the Heslin Wealth Management clients and continuing the high level of service they have come to expect from our staff.
Daniel Kitowski
Office Assistant
I come to Heslin Wealth Management after a long career in health care and non-profit management. As the part-time office assistant, it's a pleasure to provide the best possible customer service to our financial services clients.
After spending the first half of my life in the Midwest (Michigan and Ohio), I moved to Southern California and ultimately landed in Palm Springs 7 years ago. You will find me watching tennis, traveling, and enjoying the food and culture of the Valley.