Laurie A. Belew, CFP<sup>&reg;</sup> - Financial Advisor

Laurie A. Belew, CFP®

MS, MBA,

Partner

Cerity Partners

3100 North A St, Ste B-125
Midland, TX 79705
+ 1 More Location

Cerity Partners

1900 Campus Commons Dr, Ste 500
Reston, VA 20191
FINANCIAL ADVISOR'S WEBSITE
(432) 570-1305 CONNECT WITH Laurie
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General

Laurie Belew is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Cerity Partners in Midland, TX and the surrounding communities.

Financial Advisor Overview

As a Certified Financial Planner™ professional, Laurie is responsible for providing integrated financial planning and wealth management advice to clients. Laurie manages existing client relationships and coordinates with outside professionals to develop and implement recommendations for clients. Laurie has been named by several industry publications as a leader in the profession. • Investment Advisor: The New Influencers: The 2016 IA 25 • Investment Advisor: Five to Watch: The New School – The 2015 IA 35 for 35 • Financial Advisor: 10 Young Advisors to Watch • Investment News: 40 Under 40 Laurie has written a recurring column for Investment Advisor and participated in a roundtable discussion which was a cover story in the Journal of Financial Planning. She has co-authored papers published in Financial Planning and Investment News. Laurie has been quoted in Investment Advisor, Financial Planning, Investment News, RIABiz, MarketWatch.com, eFinancialcareers.com and Reuters.

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Financial Advisor Experience

Laurie A. Belew, MBA, MS, CFP® has been an advisor since 2006, when she completed graduate work in Financial Planning at Texas Tech University. She is now a Partner of the firm and the West Texas market leader. Prior to a merger with Cerity Partners, Laurie was a partner of FJY Financial, where she served as chair of the firm’s investment committee, director of Human Capital, and Chief Operations Officer.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Retirement, Starting a Family, Sudden Wealth, Women's Finances

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