The Advisors at LA Wealth Management understand your desire to grow and protect all that you've worked so hard for. We take pride in our education-based, client first approach and seek lasting relationships with our clients and their families. Our collaborative approach will help you create plans to put children through college, set up protections for loved ones, plan your ideal retirement, and leave an enduring legacy.
We'll develop a comprehensive strategy to grow and safeguard your assets and establish a strong financial foundation for your future, so that you'll spend less time worrying and more time living. As a working mother of two, Laurie understands that it can be emotionally challenging to plan for a time when you aren't there to protect your loved ones.
We'll develop a comprehensive strategy to grow and safeguard your assets and establish a strong financial foundation for your future, so that you'll spend less time worrying and more time living. As a working mother of two, Laurie understands that it can be emotionally challenging to plan for a time when you aren't there to protect your loved ones.
Services
Laurie has been a Certified Financial Planner(R) serving Los Angeles since 2008. Out of a desire to serve her clients better, she founded LA Wealth Management and has seen it grow to include many talented and genuinely caring advisers over the years. Laurie has cultivated an in depth knowledge across multiple areas of investment planning, specializing in retirement and insurance.
As parents, we want to give our children every educational opportunity in life. However, it's no secret that college tuition is very expensive. At LA Wealth Management, we know there are several options that every college-bound family should be utilizing to make these opportunities possible. You have dreams for your future, but how much is enough to make them a reality?
If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands. We value continuing education and currently have 2 CPFs on staff with many more to come in the next few years. 2. We Value independence and keep our options open when it comes to the investments and services we offer clients.
Reviews (4)
Olivia Ellis
Apr 27, 2021
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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 not only professionals but also good, genuine people.
Terry Brewer-Garlick
Dec 23, 2020
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Laurie is a true professional who is well versed in every aspect of insurance matters and financial planning. She's trustworthy and service oriented.She makes herself available to her clients, and she displays caring and concern for her clients and their needs. I highly recommend Laurie for all financial planning needs and insurance matters.
Debbie Powers
Dec 04, 2020
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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.
Alexandra Varela
Jun 26, 2018
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