Address: 6890 Peachtree Dunwoody Road #404 Sandy Springs, GA 30328
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“I believe that goals are individual and financial advice should be, too.” - Laurie Schaeffer
Since 2003, Laurie has been dedicated to developing strategies to invest, manage, and transfer wealth. She takes a comprehensive approach to financial planning and works through a six-step planning process with her clients. Laurie believes that this process provides her clients with the confidence of knowing that she listens to and understands their entire situation rather than only a piece of it. Laurie believes her accounting degree plus years of experience are invaluable for effective tax planning with her clients.
Laurie and her partner Seth have lived in New Rochelle, NY for eight years. They love to travel and attend the theatre. Laurie is an avid baker and loves to exercise and read when she isn’t whipping up delicious desserts. She volunteers at the YWCA of Greenwich offering victims of domestic violence pro bono financial guidance.
Niche: Small Business Owners
Volunteer/Charity Work: YWCA
Most Recent Passport Stamp: Turks and Caicos & Greece
Education: Hofstra University
Hidden Talent: Owns 70 plants
|Series 7||General Securities Registered Representative||Held with LPL Financial|
|Series 65||Uniform Investment Advisor||Held with Independent Advisor Alliance|
|Series 66||Uniform Securities State Agent||Held with Independent Advisor Alliance and LPL Financial|
|CRPC®||Chartered Retirement Planning Counselor||CRPC conferred by the College for Financial Planning|
|Securities Registration States||CA, FL, GA, NC, NJ, NY|
|Insurance Registration States||FL, GA, NC, NY|