Laura R. Knolle, CFP®, MS

Vice President

Walnut Creek, California

Contact Laura

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.