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LA Wealth Management, Laurie Allen Certified Financial Planner CFP
- Financial Services
- Manhattan Beach, CA
About this business
Location details
1240 Rosecrans Ave ste 120, Manhattan Beach, CA, 90266, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
For three full years (March 2023 – March 2026), this firm extracted monthly management fees from my accounts while providing zero strategic outreach, zero portfolio reviews, and zero professional guidance. The most concerning points of my experience: • Neglect During Crisis: In March 2023, I explicitly disclosed to Laurie that I was facing a severe health crisis and a high-distress relocation. Instead of the "extensive monitoring" required by the SEC for vulnerable clients, I was met with total silence for 36 months. • Admi... read more
Frequently asked questions about LA Wealth Management, Laurie Allen Certified Financial Planner CFP
How is LA Wealth Management, Laurie Allen Certified Financial Planner CFP rated?
LA Wealth Management, Laurie Allen Certified Financial Planner CFP has a 4.6 star rating with 9 reviews.
When is LA Wealth Management, Laurie Allen Certified Financial Planner CFP open?
LA Wealth Management, Laurie Allen Certified Financial Planner CFP is closed now. It will open on Monday at 9:00 a.m.
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