The Advisors at LA Wealth Management understand your desire to grow and protect all that you've worked so hard for. We take pride in our education-based, client first approach and seek lasting relationships with our clients and their families. Our collaborative approach will help you create plans to put children through college, set up protections for loved ones, plan your ideal retirement, and leave an enduring legacy.
We'll develop a comprehensive strategy to grow and safeguard your assets and establish a strong financial foundation for your future, so that you'll spend less time worrying and more time living. As a working mother of two, Laurie understands that it can be emotionally challenging to plan for a time when you aren't there to protect your loved ones.
We'll develop a comprehensive strategy to grow and safeguard your assets and establish a strong financial foundation for your future, so that you'll spend less time worrying and more time living. As a working mother of two, Laurie understands that it can be emotionally challenging to plan for a time when you aren't there to protect your loved ones.
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Laurie has been a Certified Financial Planner(R) serving Los Angeles since 2008. Out of a desire to serve her clients better, she founded LA Wealth Management and has seen it grow to include many talented and genuinely caring advisers over the years. Laurie has cultivated an in depth knowledge across multiple areas of investment planning, specializing in retirement and insurance.
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As parents, we want to give our children every educational opportunity in life. However, it's no secret that college tuition is very expensive. At LA Wealth Management, we know there are several options that every college-bound family should be utilizing to make these opportunities possible. You have dreams for your future, but how much is enough to make them a reality?
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If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands. We value continuing education and currently have 2 CPFs on staff with many more to come in the next few years. 2. We Value independence and keep our options open when it comes to the investments and services we offer clients.
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