As I reflect on 10 years at Laurel Wealth Planning, I can’t overstate the importance of the mentors in my life and career.
LWP News
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.
Financial planning: A balanced approach to serving others
How a financial planning career allows LWP’s Anne Ward to balance her talents in service of others.
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.
Laurel Wealth Planning Welcomes New Senior Wealth Manager
Laurel Wealth Planning (LWP) is proud to announce and welcome Anne M. Ward, CFP®, AIF®, MPAS®, CRPC® as the team’s new Senior Wealth Manager and Shareholder.
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.