Laurie Nardone, CFP<sup>&reg;</sup> - Financial Advisor

Laurie Nardone, CFP®

Managing Principal

Shira Ridge Wealth Management

999 Fifth Avenue, Ste 590
San Rafael, CA 94901
FINANCIAL ADVISOR'S WEBSITE
(415) 721-0275

General

Laurie Nardone is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Shira Ridge Wealth Management in San Rafael, CA and the surrounding communities.

Financial Advisor Overview

Whether you are looking to retire or “rewire,” having an intentional plan can reduce feelings of financial uncertainty. Shira Ridge helps clients develop personal financial plans and wealth management strategies that are tailored to reach goals. A good plan contains meaningful information, actionable recommendations, and should be reviewed and updated regularly.

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Financial Advisor Experience

We help our clients trust, and feel confident in, their financial futures. Over the decades, we have experienced great satisfaction in seeing our clients enjoy reaching their financial and lifestyle goals. We believe that effective planning, collaborative coaching, and our clients' determination leads to everyone's success.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Investment Management, Getting Divorced, Mutual Funds, Real Estate, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources