Client Login Request an Introduction

Leslie Mallman, CFP®

Advisor San Francisco, CA

For Individuals & Families Meet Leslie

We know the life you're building.

Most of my clients come to me at a turning point — a new job, a growing family, an inheritance, a divorce. What they have in common is that money has gotten complicated and they want someone who will actually listen. My practice is built around the whole picture. Not just the portfolio, but the relationships, the goals, and the version of life they're working toward. That's where the real planning happens.

Read more

Most financial plans are built around money.

We build yours around your life.

Financial Planning

Build a comprehensive plan around your goals, timeline, and the life you're working toward — not just your account balances.

Cash Flow & Budgeting

Get clarity on where your money is going and make sure your spending, saving, and giving are in line with your values.

Insurance & Risk Review

Identify coverage gaps across life, disability, and liability so one unexpected event doesn't derail everything you've built.

Tax Coordination

Work alongside your CPA to reduce your tax burden through proactive planning, not just annual preparation.

Big moments reshape everything.

We help you plan through them.

Family Protection Planning

Make sure the right structures are in place so your family is protected if something unexpected happens.

Education Planning

Build a strategy for funding education that accounts for timelines, tax efficiency, and your broader financial picture.

Divorce Financial Planning

Navigate the financial complexity of separation with clarity on assets, income, and what a fair outcome actually looks like.

Life Event Planning

Whether it's a marriage, a new child, an inheritance, or a career change — we help you plan through the moments that change everything.

Plan for retirement now.

Have fun along the way.

Retirement Income Planning

Design a sustainable withdrawal strategy that supports your lifestyle and adapts to markets and taxes.

Portfolio Management

Manage a diversified portfolio with ongoing rebalancing, monitoring, and risk controls.

Charitable Giving & Gifting Strategy

Build a giving plan that aligns with your values, reduces your taxable estate, and makes an impact on your terms.

Legacy Planning

Coordinate beneficiaries, trusts, and gifting so your wealth supports family goals across generations.

Life Strategy™for more than wealth

Life Strategy™ is our proprietary framework for cultivating a more intentional life. It incorporates five key dimensions — Money, Career, Health, Relationships, and Fun. These are your personal five oceans.

Working with Five Ocean Advisors has been game changing for my family and me. As an entrepreneur & founder, I rely on coaches and mentors to guide me. Working with Chris and his team, I’ve received incredible guidance on investment strategy, spending buckets, legacy planning, and so much more. It’s been almost 10 years since we started working together and I’m excited for the next decades continuing the journey. My family and I are leagues ahead of when we started financially and are gearing toward financial freedom. Thank you Five Oceans for all that you do.”

Nirav Sheth
Nirav Sheth

CEO and Founder of ANATTA

Meet Leslie

Originally from Chicago, I made my way to California to pursue my education in economics at Pomona College, where I discovered my love for the Bay Area. Now, having called San Francisco home for over a decade, I’ve immersed myself in its vibrant culture and community.

My career in financial advising began at a boutique investment management firm in Chicago in 2004 and has since taken several different forms, including attending the University of Chicago Booth School of Business for my MBA, starting my own solo financial advising practice, launching and growing a startup focused on accessible financial planning, and investing in private companies focused on making a positive impact in the world.

Most recently, I have enjoyed combining my expertise in financial advising with over a decade of personal healing work to create a platform for what I term ‘financial healing,’ helping individuals navigate the emotional complexities of money.

After reconnecting with Chris, whom I first met in 2014, joining Five Oceans felt like a natural fit, given our shared perspectives on the financial advising industry and desire to help clients live their best lives across all of their personal five oceans.

Outside of work, I enjoy cold swims in the San Francisco Bay, spending time in nature, and volunteering to support women’s empowerment initiatives. Daily meditation and occasional cacao ceremonies keep me grounded, while my annual trip to Burning Man offers a unique opportunity for self-expression and connection.

The Five Oceans Team

Chris Girbés

Chris Girbés, CFP®

Co-founder, Advisor, Chairman

Chris works with founders who have built significant wealth and need a partner who understands both the financial complexity and the personal questions that come with it.

Marc Campbell

Marc Campbell, CFP®

Co-Founder, Advisor, CEO

Marc advises senior executives navigating layered compensation structures, helping them build a coordinated strategy around equity, deferred income, and long-term wealth.

Trisa Summers

Trisa Summers, CFP®

President, Partner

Trisa brings a strategic, big-picture vision grounded in deep industry experience to help guide a firm where purpose, culture, and exceptional client experience drive every decision.

Philip Moser

Philip Moser, CFP®

Advisor

Philip brings CFP® expertise and a genuine belief that financial planning should help people live deeper, more meaningful lives — and when he's not working toward that with clients, he's coaching youth sports or cheering on the Memphis Grizzlies.

Leslie Mallman

Leslie Mallman, CFP®

Advisor

Leslie brings over two decades of financial advising experience and a decade of personal healing work to help clients navigate both the practical and emotional dimensions of building a life around what matters most.

Alison Campbell MBA, MA, CFT™

Alison Campbell MBA, MA, CFT™

Life Strategist

Ali guides clients through the deeper work around money, values, and relationships to help them gain insight they can direct into intentional action toward living with greater clarity, purpose, and lasting fulfillment.

Spencer Rand

Spencer Rand, CFA®

CCO, Director of Operations, Partner

Spencer brings a rare combination of investment expertise, data analytics, and operational experience that keeps the work behind every client relationship running exactly as it should.

Corey Oakes

Corey Oakes

Associate Advisor

Corey brings a decade of institutional financial services experience and a deep belief that people matter to every client relationship he supports at Five Oceans.

Josie Samson

Josie Samson

Family Office Services

Josie brings eight years of business management experience, including four years directing operations at a family office — and when she's not crunching numbers, she's exploring new restaurants or chasing down a tennis match.

Alicia Martinez

Alicia Martinez

Executive Assistant

Alicia brings a decade of experience supporting people through meaningful transitions — from nonprofits to entrepreneurship — and carries that same commitment to connection and care into every client interaction at Five Oceans.

Meet the full team