Laura R. Knolle, CFP®, MS

California State Icon Walnut Creek, California
Vice President
CERTIFIED FINANCIAL PLANNER™
Person Icon

About Laura

Laura R. Knolle, MS, CFP® is a Vice President with EP Wealth Advisors. In her role with the firm, she specializes in working with widows to help them transition after the loss of their spouse, and to create a financial plan for them moving forward. Bringing all professionals to the table, Laura is collaborative in her approach with outside tax professionals, attorneys, and insurance agents, ensuring that clients have a team working in concert for their best interests. She works to develop trust, and prides herself in being honest and responsible so you can have a dependable member on your team to help you during this difficult time. 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. 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. A mother, Laura spends most of her time outside of work with her two boys, Jonathan and Jordan. She has a passion for fitness, nutrition and travel. She also enjoys hiking with her husband John and their two dogs, Coconut and Papaya. 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.

Certificate Icon

Education

Michigan State University, B.A. Finance
Golden Gate University, M.S. Financial Planning and Taxation with a concentration in Estate Planning

Webinar Recording

Loss of A Loved One - Taking the Next Steps

How can Laura help?

cb0436ad-3eaf-425a-a30c-533cc17562c9

Office Building Icon
Laura works in our Walnut Creek office in California, see their office information here.
Walnut Creek Office

Financial Tip

Settling assets after the loss of a spouse can feel overwhelming, but there are professionals to help. The first step is to set up your team of professionals including an attorney, tax professional, insurance agents, and financial advisor. You may find that each action seems to lead to subsequent actions (canceling a credit card may first require stopping an automatic payment, for example). Keep a notebook to track all notes in one place. Consider having a family member or friend attend meetings with you to have an extra set of ears. Ask your professionals to send you a summary e-mail after each meeting. Provide them with the contact details of your other professionals and ask them to collaborate on your behalf, keeping you updated and copied at all times.