Laura Leach is a Wealth Manager with over 15 years of experience in the financial services industry. Her career spans investment management, financial planning and wealth advisory at various firms, providing her with a broad and well-rounded perspective on personal finance and the tools best suited for high-income and high net worth individuals.
Laura’s approach goes beyond financial transitions; it focuses on building lasting relationships and empowering clients with the knowledge needed to make informed decisions. She utilizes tailored investment strategies, comprehensive financial planning and custom wealth management solutions to educate clients about their current financial position and guide them through the intricacies of growing wealth.
Laura’s early calling in finance led her to pursue a degree in Finance from California State University Northridge with a financial planning option. As a Registered Representative holding security licenses (Series 7 & 66) and having completed the CFP Certified Financial Planner Professional Education Program, she brings a well-rounded skill set to her advisory role.
Laura’s experience is complemented by a genuine passion and dedication to both the financial success and overall well-being of her clients.