Laura knew from an early age that a career in Financial Services was her path. Working over the last twelve years and through college in boutique financial planning firms, Laura honed the organizational, business and financial service skills needed to provide our clients with a high-quality experience. Laura has a degree in Finance from California State University Northridge and holds security license Series 7 & 66.
Laura works with Michele to implement your plans and provide you with the knowledge and personalized service you need to plan your life goals. She is our clients primary "go to" person to address specific investment and wealth management needs and questions.
Laura is furthering her knowledge of the Financial Services industry by pursuing her CFP® Certified Financial Planner designation, “only CERTIFIED FINANCIAL PLANNER™ professionals have completed extensive training and are held to the highest ethical and educational Standards.”
On her personal time Laura enjoys traveling and being outdoors. Her favorite hobbies are camping and hiking in our local Southern California mountain ranges.