Meet the Founder
Laura Boldt, CFP
®
Hello! I’m Laura - a Phoenix native and ASU Sundevil. I have worked in the financial services industry for over 25 years and have been an advisor for more than 15.
My Journey
Bachelor of Science, Finance
Arizona State University 1998
Smith Barney
Consulting Group Analyst 1998-2007
USAA
Wealth Advisor 2006-2013
Vanguard
Senior Wealth Advisor 2014-2024
Fun Facts
I have 3 children and 2 dogs and have never met a dog I didn’t like.
I am married to an AZ Wildcat, Ben, who works in IT for a hospital system.
I am a Girl Scout Troop Leader!
There is no such thing as bad Mexican food. Coca-Cola is the nectar of the gods.
Low cost. Tax efficient. Balanced. Long term.
Start feeling good about the way you invest.