Leah Upton, CFP®, CRC®, CDFA®

Relationship Manager

Leah Upton is a Relationship Manager at Lake Street Advisors, responsible for developing, implementing, and directing wealth management strategy and family office services for her clients. Leah particularly enjoys working with families on multigenerational education and legacy planning.

Leah received her BS in business and finance from the Whittemore School of Business and Economics at the University of New Hampshire. She is a CERTIFIED FINANCIAL PLANNER™ professional, and holds Certified Retirement Counselor® and Certified Divorce Financial Analyst® designations. Leah is equipped to guide clients in all facets of their financial lives.

A native Rhode Islander, Leah never strays far from the ocean. She lives in the Seacoast Region of New Hampshire with her husband Tim, their newborn baby, Jack, and two rescue lab pups. In her spare time, she can be found exploring the outdoors with her family.