FINANCIAL TRANSITION PARTNERS | www.financialtransitionpartners.com
laura.leach@ftpadvisors.com | (818) 704-0001
About: Laura Leach is a seasoned Financial Advisor with over 15 years of experience in the financial services industry. She has worked with numerous firms, honing her organizational and analytical skills. Laura’s passion for financial planning and her holistic approach to considering all aspects of her clients' financial lives set her apart as a trusted advisor.
Laura thrives on helping clients make informed decisions by analyzing "what if" scenarios, managing the emotions tied to money, and educating them about financial matters. Her guidance empowers clients to make the necessary decisions to achieve financial success.
Her journey in finance began with a degree in Finance from California State University Northridge with an option in Financial Planning. She is a Registered Representative holding Series 7 and 66 security licenses and has completed the CFP Certified Financial Planner Professional Education Program, providing her with a comprehensive skill set for her advisory role.
Specialties: Laura is dedicated to assisting high-income and high-net-worth individuals in navigating the complexities of growing wealth. Her approach focuses on building lasting relationships and empowering clients with the knowledge needed to make informed decisions
Quote: “We gain the courage we need to achieve things, after we have done them.”
Connect: Contact Laura at laura.leach@ftpadvisors.com or (818) 704-0001, or visit her website below!
Securities offered through Osaic Inc., member FINRA/SIPC. Investment Advisory services offered through The Ameriflex Group, an Independent Registered Investment Advisor. Osaic is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic.
member since July 2024
2535 Townsgate Road, Suite 203, Westlake Village, CA 91361 | (818) 704-0001 | Securities and Advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance services offered through Financial Transition Partners not affiliated with Osaic Wealth, Inc. Additional services referenced are not provided by Osaic Wealth, Inc. Listed Entities not affiliated.