Abby Leisen, CFP® in

Abby Leisen, CFP®

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Senior Financial Planner at Boulay
📍 Greater Minneapolis-St. Paul Area, United States

Abby Leisen is a Senior Financial Planner at Boulay, where she has worked since 2023. A Certified Financial Planner (CFP®) and graduate of the University of St. Thomas, she focuses on retirement, investment, and tax planning to help clients achieve their financial goals with confidence.

During college, Abby was actively involved in campus organizations, serving as Treasurer and Director of Operations for the Tommie Marketing Club. Her interests also included the Women in Business group, highlighting an early focus on leadership and professional networking.

Abby has advanced quickly in her career, progressing from an Associate to a Senior Financial Planner at Boulay.

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Experience
6 Years
Current Role
Senior Financial Planner
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Abby shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Abby cares about

Financial Planning
As a CFP®, she is passionate about creating holistic financial plans that cover retirement, investments, and tax strategies to help clients reach their goals.
Client Confidence
Her primary motivation is helping clients feel confident and secure in their financial future so they can focus on what makes them happy.
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Career

Work history

8-2025
Senior Financial Planner
Boulay
8-2024 - 8-2025
Financial Planner
Boulay
1-2023 - 8-2024
Associate Financial Planner
Boulay
5-2021 - 8-2022
Wealth Management Intern
BerganKDV
12-2020 - 1-2022
Treasurer/Director of Operations
Tommie Marketing Club
In the press

Media appearances

Abby Leisen, Senior Financial Planner, Successfully Passes Certified Financial Planner Exam. Featured in Facebook (Boulay Group)
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Education
9-2019 - 12-2022
Bachelor's degree
University of St. Thomas - Opus College of Business
2015 - 2019
Education details unavailable
Minnetonka Senior High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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