Laura Wedow

laura financial advisor

Laura’s Story:

After a lengthy teaching career in high school & college level mathematics, and raising a family, Laura decided on a second career as a Financial Advisor.  She incorporates financial planning, when working with clients, using a holistic approach, which includes retirement planning, tax planning, goal setting, cash flow analysis, reviewing insurance needs, debt resolution, and accumulation/management of assets. Services over time, from college savings to estate and legacy planning, are all considered so that your financial plan evolves along with you throughout your life.

Professional Experience & Qualifications:

Laura brings a unique perspective to WealthClarity, having transitioned from a long career in education to finance. Her professional background and qualifications include:

  • University of Northern Colorado: Bachelor’s Degree in Mathematics
  • 31 years as a high school mathematics teacher in the Colorado mountains
  • Series 7 & 66 Licenses held through LPL Financial

Specialties:

Laura specializes in client care, focusing on making clients feel comfortable, safe, and knowledgeable about their finances. She understands the importance of financial planning and assists in areas such as saving, investing, wealth management, tax savings, insurance advice, estate planning, and navigating Colorado PERA plans. Laura prides herself in taking a complex topic and simplifying it, giving her clients more clarity in their finances.

Fun Fact:

Laura enjoys trying unusual events like wadlopen, which is mud walking. It’s an activity where you tape your shoes on and walk the sea bottom to islands in Holland while the tide is low. It got a bit scary at the end when the tide was coming in and she had not yet reached the island!

Scheduling:

Please schedule with Laura through the OnceHub portal or by contacting WealthClarity directly for assistance.