Laura D. Belo,  CFP<sup>&reg;</sup> - Financial Advisor

Laura D. Belo, CFP®

Managing Director-Wealth Management

UBS Financial Services Inc

555 California St, Ste 3400
San Francisco, CA 94104
FINANCIAL ADVISOR'S WEBSITE
(800) 873-0200
(415) 576-3832

General

Laura Belo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services Inc in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

UBS Financial Services Inc.

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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