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 Annuities and Insurance License #OE90699. In 2019, Laura was recognized by Forbes as a Best-in-State Next-Gen Wealth Advisor. In 2020, she appeared on Forbes' list of Top Women Wealth Advisors nationwide.
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 best-in-state next-gen wealth advisors and top women advisors ranking algorithm is based on 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 ranking. Investment performance is not a criterion.
