Laura Capuozzo, FPQP®, has extensive work experience in the financial industry. Laura began their career in 1996 at Chess Financial Corporation as a Client Planning Administrative Associate, where they worked for over 10 years. In 2007, they joined Wellspring Financial Advisors as an Operations Manager, overseeing day-to-day operations. Laura eventually became the Head of Operations and Managing Director, a position they currently hold. Laura's expertise and longevity in the field make their a valuable asset to any financial organization.
Laura Capuozzo, FPQP®, has a strong educational background in the field of finance and office administration. In 2001-2002, they attended the College for Financial Planning and obtained the degree of Financial Paraplanner Qualified Professional with a focus on Financial Management. Additionally, from 1994 to 1996, Laura Capuozzo pursued an Associates Degree in Office Administration at Lakeland Community College. Prior to that, they completed their high school education at Cleveland Heights High School from 1990 to 1993. Apart from their formal education, Laura Capuozzo has obtained the Financial Paraplanner Qualified Professional certification from the College for Financial Planning in March 2023.
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