Laura Steinbeck, CFP®, ChFC®,CDFA®
Laura provides insight and solutions that help her clients understand the impact of their financial decisions and assists them in achieving their financial dreams.
Her goal is to create a clear financial picture for her clients and to educate them on how to best implement solutions that match their priorities and resources.
With a focus on comprehensive financial planning, divorce planning, tax strategies, and investment management services, Laura serves as the trusted resource for all aspects of her clients’ financial lives, and treasures the lasting relationships that are built through that trust.
Through her volunteer work with Divorce Angel, Laura hopes to educate members of the community on divorce financial topics, arming them with the information they need to thrive. Laura works with her clients and their attorneys throughout the divorce process. She analyzes settlement options to help ensure an equitable financial settlement, and educates her clients on how that settlement will impact them financially now and in the future.
Laura has also been teaching retirement and divorce education seminars for more than 12 years, as well as Junior Achievement Financial Programs at the high school level for the past 5 years.
Laura has served on the San Ramon Chamber of Commerce Ambassador Committee for the past 14 years and has held positions on the Board of Directors. She is a member of the Institute of Divorce Financial Analysts, and the Contra Costa County Bar Association.
A Midwest transplant, Laura holds a B.A. degree from the University of Iowa. She completed the Graduate Certificate program in Financial Planning in 2003 from DePaul University and earned the Certified Financial Planner™ (CFP®) professional designation in 2004. She also earned the Chartered Financial Consultant™ (ChFC®) and the Certified Divorce Financial Analyst® (CDFA™) designations in 2014.
Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Pacific Wealth Planning, Inc. is not affiliated with Kestra IS or Kestra AS.
The information and materials contained on this website have been prepared for general information purposes only. The information and materials on this website is not legal advice and may not reflect the most current legal developments.