LA Wealth Management

"I am a Registered Nurse and I know my job very well but knew very little about finances. I was preparing for retirement several years ago and met Laurie. She was so patient with me and giving me a lot of her time. She helped me with my investments and I finally retired in January 2022. Laurie guided me through the whole process, again meeting with me and explaining everything so thoroughly. I am so grateful for her guidance and now I feel secure with my income. I am enjoying my retirement. Thank you, Laurie!"

"I’ve been very impressed with the LA Wealth Management team. They are very responsive and professional. Maria has been my advisor for over a year and I couldn’t have been happier. She understands and knows how to address my concerns. I’ve never felt this comfortable investing before and I truly feel like she has my best interest in mind. I feel more more educated in my finances now thanks to Maria’s natural ability to teach otherwise difficult concepts. I also feel more at ease now knowing my finances are being handled by not only professionals but also good, genuine people."

"I’ve been using LA Wealth Management for several years now, specifically working with Laurie Allen before she started this company. As a teacher, she has guided me through strengthening my 403B options and how CALSTRS works. Everyone I have dealt with has been professional and kind, with a focus on serving customers to meet all their needs wherever they find themselves. I would highly recommend LA Wealth Management for all of your financial planning needs! These are people who see this profession as a calling, not just a job."

"Laurie is a true professional who is well versed in every aspect of insurance matters and financial planning. She's trustworthy and service oriented.She makes herself available to her clients, and she displays caring and concern for her clients and their needs. I highly recommend Laurie for all financial planning needs and insurance matters."

"Laurie and her team are amazing! Laurie is extremely knowledgeable about all financial planning and insurance matters. She also cares deeply about her clients, makes herself available to them, and has review meetings with them on a regular basis. I recommend her without hesitation."