Laura Walsh, M.S., CFP®, CIMA®, CPWA®, RICP®

Laura Walsh, M.S., CFP®, CIMA®, CPWA®, RICP®

President & Sr. Advisor

Laura has spent her career helping people in need. She received her master’s degree in mental health counseling in 1992, and her financial planning practice grew out of her recognition that financial decision-making is one of the most common stresses an individual or family confronts on a regular basis.

Laura earned her CERTIFIED FINANCIAL PLANNER™ (CFP)® designation in 1996 and focuses on the special needs of families throughout life’s stages. Laura completed her studies for the Certified Investment Management Analyst ™ (CIMA)® designation at the University of Pennsylvania’s Wharton School of Business, Executive Education Program. She also earned the Certified Private Wealth Advisor™ (CPWA)® offered from the Investment Management Consultants Association ® in conjunction with The University of Chicago Booth School of Business. Laura also earned the Retirement Income Certified Professional (RICP)® from the American University. This designation provides specialized education in creating income for clients during the distribution phase of their financial lives.

Laura is active in her profession and in her community. She served in the South Florida Chapter of the International Association of Financial Planning, the South Florida Institute of Certified Financial Planners and the Broward County Chapter of the Financial Planning Association. She is also an active member of the National Society of Tax Professionals, the Institute of Certified Divorce Financial Analysts, the International Association of Registered Financial Consultants and the National Institute of Certified College Planners. Laura is also active with the South Florida Chapter of the American Harp Society and enjoys playing the harp in her free time.

Laura has been happily married for 30 years to her husband Bruce, and they have two adult children. Their hobbies include sailing and traveling.

"We can not choose everything simultaneously. We must have courage to have thoughtful discussions and make tough choices to attain the goals for ourselves and our families." - Laura Walsh