Laura R. Knolle
Certified Financial Planner®
Michigan State University, B.A. Finance; Golden Gate University, M.S. Financial Planning and Taxation with a concentration in Estate Planning
Financial planning is a journey. Small changes now can have a big impact long-term so don’t delay. Sometimes the true value working with a CERTIFIED FINANCIAL PLANNER™ may not be seen until years later. You need to team up with your CFP® professional, work together to develop a plan, steps, and timeline, take action, meet regularly, and readjust over time as necessary. A solid financial plan takes time and patience. Time goes fast and before you know it you will be hitting your goals and financial independence!
Laura R. Knolle, MS, CFP® is a Vice President with EP Wealth Advisors. In her role with the firm, she specializes in working with clients to bring together all the pieces of their financial lives. Her expertise includes every aspect of financial planning from retirement planning to estate planning and cash flow management to tax planning. Laura is passionate about client education. She believes deeply that knowledge is true power and thus spends a great deal of time educating clients about their situation and their choices. Bringing all professionals to the table, Laura is collaborative in her approach to ensuring that clients have a team working in concert for their best interests. Laura has been in the financial services industry since 2002. She graduated with honors from Michigan State University with a B.A. in Finance, and from Golden Gate University with an M.S. in Financial Planning and Taxation, with a concentration in Estate Planning. She is an active member of the Financial Planning Association and also part of a study group that focuses on estate planning. As an experienced planner, Laura has provided expert commentary on a number of financial-related topics for publications such as The Fiscal Times, MarketWatch, MORE magazine and Forbes. Laura is a mother and spends most of her time outside of work with her two boys, Jonathan and Jordan. She has a passion for fitness, nutrition and traveling. She also enjoys hiking with her husband John and their two dogs, boot camp, and biking. Her love of travel extends well beyond that of a two week vacation, as Laura has had the opportunity to live and work abroad in London, England and Sydney, Australia.
Wealth Management Team:
Client Service Associate
- Help with account maintenance and balances
- Help with wire transfers, and money movement
Client Service Associate
- Financial plan development
- Implementation of planning recommendations
- Personalized Asset Allocation
- Tax Efficient Investing
Director of Investments