Long Beach
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As a Certified Financial Planner, CFP, I will work with you one on one to understand your financial goals and needs, as well as the amount of risk you are willing to assume. Then through a long term relationship based on personalized, knowledgeable advice, I will help you make informed financial decisions tailored to help meet your needs at every stage of life. I am a graduate of Loyola Marymount University with a degree in Business Management and have been in the financial service industry for over 13 years. Wealth Advisor |
Lara enjoys working with successful professionals, business owners and their families who are committed to establishing and preserving their legacies for future generations. She develops a deep understanding of each client’s unique life circumstances, motivations and desires for their personal estate plan and financial goals.
Lara has earned her FINRA Series 7 and 66 registrations, her California Life and Health Insurance registration and Partnership Redesign Certification, and her Chartered Retirement Planning Consultant designation.
