Laurie  Nardone,  CFP<sup>&reg;</sup> - Financial Advisor

Laurie Nardone, CFP®

Managing Principal

Shira Ridge Wealth Management

100 Larkspur Landing, Ste 203
Larkspur, CA 94939
FINANCIAL ADVISOR'S WEBSITE
(415) 721-0275

General

Laurie Nardone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Shira Ridge Wealth Management in Larkspur, CA and the surrounding communities.

Financial Advisor Overview

At Shira Ridge we are passionate about helping people prepare for, and believe in, their desired financial future. We strive to ensure that our clients’ plans and goals stay on track in spite of the emotional demands that often can derail the best of plans. Our view is that the financial journey should be enlightening...enjoyable...and empowering.

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Financial Advisor Experience

We help our trust and believe in their financial futures. They achieve a sense of confidence, calmness and control surrounding their lives and their goals. Our extensive experience can be found on our website.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, OR, WA
  • Fixed annuities: CA, OR, WA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources