Laurette M. Dearden, CFP<sup>&reg;</sup> - Financial Advisor

Laurette M. Dearden, CFP®

CPA, RICP®

Laurette M. Dearden, CPA, CFP

8814 Heron's Flight
Laurel, MD 20723
FINANCIAL ADVISOR'S WEBSITE
(301) 604-0121 CONNECT WITH Laurette
  • facebook link
  • linkedin link

General

Laurette Dearden is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Laurette M. Dearden, CPA, CFP in Laurel, MD and the surrounding communities.

Financial Advisor Experience

Comprehensive financial and tax planning for individuals and small businesses for over 20 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Other - Retirement Income Certified Planner (RICP)

Insurance Licenses

  • Life insurance: MD, DC, VA
  • Fixed annuities: MD, DC, VA
  • Variable annuities: MD, DC, VA

Broker-Dealer Affiliation

Avantax Investment Services, Inc.

Broker-Dealer Disclaimer

Securities offered through HD Vest Investment ServicesSM, Member: SIPC, Advisory services offered through HD Vest Advisory ServicesSM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038 – (972)870-6000
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Asset Allocation, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources