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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 |
This financial firm has been excellent in helping me navigate the financial markets and to where my money should go. The advisor Erica, has been my expert and consultant in my finances, and she’s been awesome! She’s very knowledgeable and knows her way around finances. She’s patient and diligent when working with her clients. She explains really well what the plan is and how finances and the market work, and how to manage your money with the best possible results. Besides being an expert in finances, Erica is a very kind and... read more
My two brothers, my mother and I live in New York City. Because our finances are jointly wrapped up in real estate, Laurie was willing to take us all on. A year and a half later, we couldn't be happier.
I am a Registered Nurse and I know my job very well but knew very little about finances. I was preparing for retirement several years ago and met Laurie. She was so patient with me and giving me a lot of her time. She helped me with my investments and I finally retired in January 2022. Laurie guided me through the whole process, again meeting with me and explaining everything so thoroughly. I am so grateful for her guidance and now I feel secure with my income. I am enjoying my retirement. Thank you, Laurie!
I’ve been very impressed with the LA Wealth Management team. They are very responsive and professional. Maria has been my advisor for over a year and I couldn’t have been happier. She understands and knows how to address my concerns. I’ve never felt this comfortable investing before and I truly feel like she has my best interest in mind. I feel more more educated in my finances now thanks to Maria’s natural ability to teach otherwise difficult concepts. I also feel more at ease now knowing my finances are being handled by no... read more
I’ve been using LA Wealth Management for several years now, specifically working with Laurie Allen before she started this company. As a teacher, she has guided me through strengthening my 403B options and how CALSTRS works. Everyone I have dealt with has been professional and kind, with a focus on serving customers to meet all their needs wherever they find themselves. I would highly recommend LA Wealth Management for all of your financial planning needs! These are people who see this profession as a calling, not just a job... 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 5 star rating with 8 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 at 9:00 a.m.
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