Laura Leach is a Wealth Manager with more than 15 years of experience in the financial services industry. Her career spans a variety of firms, where she has worked with a diverse range of clients, giving her a well-rounded perspective on personal finance and the tools best suited for high-income and high net worth individuals and families.
Laura believes financial planning should help clients feel more informed, organized, and confident about the decisions they make. Her approach is centered on understanding each client’s priorities, simplifying complex financial matters, and developing thoughtful strategies that support both their current and long-term goals.
Laura earned her degree in Finance from California State University Northridge with an option in financial planning. She holds the Series 7 and 66 securities licenses and has completed the CFP Certified Financial Planner professional education program.
Outside of work you can usually catch Laura supporting her local sports teams, on the golf course or exploring Southern California with friends and family.