Walnut Creek, California Office

1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596

Phone: (925) 283-2201

Fax: (925) 283-8535

Laura R. Knolle

Laura R. Knolle, CFP®, MS

Vice President

Walnut Creek, California

  • Laura 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.

  • Laura 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 holds the CERTIFIED FINANCIAL PLANNER™ designation

  • 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.

Articles & Media Mentions 

South Walnut Creek Living, "Meet the Knolle Family. Roll with the Punches" 


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