AdvicePeriod
Laurel has more than 20 years of experience in the financial service industry. She specializes in building comprehensive financial plans, delivering strategic investment advice, and offering exceptional client service. Laurel focuses on working with busy executives, small business owners, and women in transition.
Laurel holds a degree in Economics from the University of California – Santa Barbara, is a Certified Financial Planner, and maintains her CPA license (inactive status).
This person is not in any offices
AdvicePeriod
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth.