In a way, my parents were two sides of a coin. Their influence helped put my sights on what my future could be and gave me the tools to make it happen.
LWP News
The impact mentors have had on my career
As I reflect on 10 years at Laurel Wealth Planning, I can’t overstate the importance of the mentors in my life and career.
Jesse Kuusisto promoted to wealth manager
Laurel Wealth Planning is proud to promote Jesse Kuusisto to wealth manager after more than three years with the firm.
Top Women in Finance list includes Laura Kuntz
Congratulations to Laura Kuntz for being named one of this year’s Top Women in Finance in Minnesota. We believe the honor is well-deserved given Laura’s commitment to her clients and to other women in finance.
Using our unique personal gifts through life’s journey
Over the years, I’ve learned the importance of learning what our gifts are and using them, even when that is a struggle.
Group donation promotes financial planning industry diversity
About 23% of certified financial planners in the U.S. are women and less than 3.5% are Black or Latino, the Certified Financial Planner Board found in a 2018 survey.
Celebrating 20 Years in Business and Still Learning
This month we celebrated 20 years as fiduciary financial planners at Laurel Wealth Planning.
Celebrating 20 Years of Laurel Wealth Planning
Laura Kuntz is joined by Mallory Kretman and Saul Baumann to talk about how LWP has grown.
People Change. Values Remain.
There are many reasons to start your own business, which I did 20 years ago.
We’re Proud to Announce a New Shareholder!
We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.
In the News: Higher Financial Practice Standards
You may have heard media reports that the Department of Labor (DOL) has announced a 60-day delay of its Fiduciary Rule effort.
Welcoming Higher Standards For Our Industry
Recently, a few clients shared their reactions with me about an item in the news: that more financial advisors will soon be required to work in their clients’ best interests. This is called the “Fiduciary Standard.”