Laura earned two Bachelor's degrees from the University of California at Berkeley and a Master's degree from Columbia University. She is a Certified Financial Planner™ professional with a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business.
Before joining Martin Wealth Management, Inc. as a Financial Advisor in 2006, Laura worked as an associate at UBS Financial Services, Inc. Her securities registrations include the Series 3, Series 7, Series 66, Series 9/10 and Series 24. She also holds CA Insurance License: #OE90699, Resident state CA.
In 2022, Laura was recognized by Forbes as one of America’s Top Women Wealth Advisors Best-in-State.* She also appeared in this directory for 2020 and 2021.
As a native of the San Francisco Bay Area, Laura strives to give back to the community in various ways. More recently, she has taught courses in investing at the college level.
*The Forbes Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
