◈ Homepage — http://www.lawealthmanagement.com/Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS home our team mission & offerings location & contact blog faq account log in LA WEALTH MANAGEMENT Truly Personalized Wealth Management The team at LA Wealth Management understands your desire to grow and protect all that you’ve worked so hard for. Our all-female team of advisors takes pride in our education-based, client-first approach and seeks lasting relationships with our clients and their families. Our collaborative approach will help you create plans to put children through college, set up protections for loved ones, plan your ideal retirement, and leave an enduring legacy. If you’re looking at your own plans and find that you’re in need of a partner, click below to be connected with an advisor on our team. START PLANNING TODAY >>> OUR INVESTMENT PHILOSOPHY WHAT WE BELIEVE No Market Timing: We believe that investors have the greatest chance for success when they consistently invest in the market over the long term. We view marking timing as gambling and we would never gamble with your money. Long Term Investing: We believe in the long-term viability of the stock market and encourage our clients to invest in the stock market. Never Chasing Returns: Returns are not the only important thing in a financial plan. An investor must consider diversification*, taxes, and volatility. We take a look at the big picture! *Diversification does not guarantee a profit or protect against a loss in a declining market OUR PROCESS HOW IT WORKS SCHEDULE YOUR INTRODUCTORY CALL home | about | services | contact 832 Hermosa Ave, Hermosa Beach CA, 90254 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Wealth Management and GWN Securities, Inc. are separate companies. CLICK HERE FOR A COPY OF GWN’S FORM CRS DISCLOSURE DOCUMENT ◈ Interior Pages — 6 pages crawledFAQ — LA Wealth Management Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS FAQ How do I Know if we’ll be a good fit? Do we offer and hourly or one-time project fee option? We do our best work with people looking for a long-term relationship. Currently, our firm is not equipped to offer a one-time project fee option. If you need help locating a financial planner who offers these fee options, send us a note and we will do our best to get you in the right hands. Do we charge any upfront fees?   Good planning takes time and we want to make sure that we are able to create a great plan for anyone who walks through our doors (physical or virtual). Because of this, we charge an upfront planning fee of $2500 to $5000 depending on your advisor. *This fee is waived for accounts over $250K or $500K based on your advisor. How are you Different from other financial advisors or firms? 1.  We value continuing education and currently have 2 CPFs on staff with many more to come in the next few years. 2.  We Value independence and keep our options open when it comes to the investments and services we offer clients. Each client can expect an individualized approach to their plan. 3 . We invest in industry-leading technology to simplify our clients’ lives and make retirement and investing easy. Why should I consider when hiring LA Wealth Management? Great question! But first, let us explain why you shouldn’t hire us. If you’re looking for an advisor who will trade stocks to “beat the market,” you’re in the wrong place. Why? Because we only focus on what you can control. Predicting if the stock market will go up or down, or guessing what interest rates will do next, are not things you can control. But if you need help with setting and achieving financial goals, managing your taxes , investing smarter, and creating a solid plan for retirement , you’re in the right spot. LA Wealth Management covers a large geographical are from Orange County to Simi Valley and we have advisors who live locally within these communities.  In addition to this we pride ourselves on taking a team approach.  More often than not, we pair up.  Why?  A few reasons.  1.  So that we can provide coverage for our clients when an advisor may be on vacation, out sick or just need some recharge days.  It keeps our clients covered and our advisors happy and healthy.  2. So that advisors with different areas and levels of experience can work together to create comprehensive plan for our clients. How do we determine which advisor I will be working with at LA Wealth Management? home  |  about  |  services  |  contact 832 Hermosa Ave, Hermosa Beach CA, 90254 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this  web site . We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.   Securities and Advisory services offered through  GWN Securities, Inc. , Member  FINRA / SIPC , a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Wealth Management and GWN Securities, Inc. are separate companies. Click here for a copy of GWN’s Form CRS Disclosure Document Meet The Team — LA Wealth Management Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Meet The Team Laurie Allen, CFP®   Laurie is a Certified Financial Planner® serving Southen CA since 2008. Out of a desire to serve her clients better, Laurie founded LA Wealth Management in 2016 and now serves clients from East to West coast. As a mother of 3, she has a desire to support other professional women and their families, guiding them to take action and through life’s transitions.  Laurie is experienced in advanced wealth management strategies and is best suited to work with clients with $750K+ of investable assets. Laurie lives locally in the Los Angeles South Bay with her husband, Mike and children, Lily, Teddy and Rhys. When she isn't spending time with her family, Laurie enjoys playing golf poorly and getting involved in her community. LA Wealth Management is proud to be a corporate sponsor of Together We Rise, a nonprofit dedicated to improving the lives of foster children in America.   Schedule with Laurie Education UNLV LEE BUSINESS SCHOOL BS, Business Administration and Finance Activities & Affiliations •Corporate Sponsor of Together We Rise •Volunteer with FPA Probono Financial planning Licenses •Certified Financial Planner® •CA Insurance License Lic. # 0G85524 Shelby Brady, Client Service Manager   Shelby comes to us from a background in M&A work and has years of experience managing teams and implementing operational initiatives. Shelby makes sure that our client’s onboarding process is smooth and worry-free and that our clients are well taken care of on an ongoing basis. As a west-side native, when not at work, Shelby can be found hiking in the Malibu canyons with her three children and husband or learning to surf!   Mike Raymond, COO Mike, is the Chief Operations Officer at LA Wealth Management. As a Certified Financial Planner (CFP®) , he leverages his financial planning acumen alongside operational expertise to drive the firm's efficiency and client service. With a background in M&A and management consulting, Michael has a proven ability to optimize operations, foster business growth, and strategically deploy technology to enhance efficiency across diverse industries. He streamlines complex operations, guides organizations through expansion, and delivers cost efficiencies and improved financial performance through strategic operational approaches. At LA Wealth Management, Michael draws on his expertise and credentials to ensure seamless operations and advance the firm's strategic objectives. He is dedicated to providing exceptional service and adeptly navigating the evolving financial landscape, always keeping client success at the forefront. Education UCLA Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering Licenses & certifications Certified Financial Planner ( CFP®) Project Management Professional (PMP®)     LA Wealth Management and it’s advisors are SmartVestor Pros with the Dave Ramsey program. The Dave Ramsey & the SmartVestor Pro program is not affiliated with nor endorsed by GWN. For more information on this program please visit the SmartVestor site or www.daveramsey.com Get in touch Are you ready to start planning for your future? We would love to connect with you and begin the journey toward achieving your financial goals. Schedule a meeting now Or use the form below to contact us regarding your financial planning inquiry home  |  about  |  services  |  contact 832 Hermosa Ave, Hermosa Beach CA, 90254 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this  web site . We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.   Securities and Advisory services offered through  GWN Securities, Inc. , Member  FINRA / SIPC , a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Wealth Management and GWN Securities, Inc. are separate companies. Click here for a copy of GWN’s Form CRS Disclosure Document Our mission & offerings</p> — LA Wealth Management Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Our mission & offerings Partnering with you Mission Statement Our mission at LA Wealth Management is to help guide and serve you with a high level of integrity through each stage in your financial journey. We’re here to give sound advice, and peace of mind so you can be confident about your path, and spend more time focusing on your own dreams and passions.  Let’s be clear, Services only come after planning. Based on your goals, we will find the right solutions for you.   College Planning As parents, we want to give our children every educational opportunity in life. However, it's no secret that college tuition is very expensive. At LA Wealth Management, we know there are several options that every college-bound family should be utilizing to make these opportunities possible. We offer the following services to make planning for college an easier and more attainable experience: Qualified Tuition Programs offer a tax-incentivized way to save for college tuition with flexible giving options and tax-free treatment UGMA/UTMA accounts ESA Coverdell Education savings accounts Retirement planning You have dreams for your future, but how much is enough to make them a reality? While you are putting in the hard work, we want to make sure you are setting yourself up for your ideal retirement. Our job is to help you determine which investments to choose, how much risk is involved and if those investments line up with your values.  Value/ Faith based investment strategies (ESG) Environmental, socially responsible and Governance focused investments Employer Stock Options and RSUs Small Business Retirement Planning: With benefits ranging from tax deductions to employee incentives, Laurie offers help navigating the world of pension planning, group 401k, SEP and SIMPLE IRAs.   insurance With over 40 insurance carriers to shop from and varying types on top of that, which is the right type of insurance for you? While carefully considering each client’s unique needs and budget, we will work with you to make sure you have the right amount and duration of coverage for your family, without having to sacrifice the other areas of your financial picture. Term 10,20, 30 long-term care & LEGACY PLANNING After a lifetime of careful planning and saving, how can you leave a legacy for your children and grandchildren in the most simple and tax-efficient manner? As a trusted Certified Financial Planner, Laurie can help you fund your trust with life insurance, lifetime gifts, and make sure that your wishes are followed. Types of long-term care products include: Stand alone long-term care Life insurance with long-term care riders , and long-term care annuities   Get in touch Are you ready to start planning for your future? We would love to connect with you and begin the journey toward achieving your financial goals. Start Here home  |  about  |  services  |  contact 832 Hermosa Ave, Hermosa Beach CA, 90254 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this  web site . We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.   Securities and Advisory services offered through  GWN Securities, Inc. , Member  FINRA / SIPC , a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Wealth Management and GWN Securities, Inc. are separate companies. Click here for a copy of GWN’s Form CRS Disclosure Document Locations & Contact — LA Wealth Management Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Locations & Contact Let’s connect. Contact 424-450-7435 [email protected]   Our Locations The LA Wealth Management advisors work with clients across the continental US. We are equipped to take on new clients virtually but for those who like that in person touch we’ll do our best to pair you with an advisor(s) who is in your neck of the woods. We currently meet clients in Manhattan Beach and Hermosa Beach. BY APPOINTMENT ONLY Schedule Now home  |  about  |  services  |  contact 832 Hermosa Ave, Hermosa Beach CA, 90254 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this  web site . We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.   Securities and Advisory services offered through  GWN Securities, Inc. , Member  FINRA / SIPC , a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Wealth Management and GWN Securities, Inc. are separate companies. Click here for a copy of GWN’s Form CRS Disclosure Document LA Wealth Management Blog — LA Wealth Management Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS LA Wealth Management Blog From FANG to FOMO: A High-Earner's Guide to Financial Noise Laurie Allen March 6, 2026 Why Holding Too Much of One Stock Can Be Dangerous for Investors Laurie Allen October 20, 2025 Why the S&P 500 Isn’t a Complete Portfolio Laurie Allen October 7, 2025 Why Consolidation Matters: Simplifying Your Financial Life for Better Outcomes Laurie Allen September 24, 2025 What the New Tax Law Means for Your Family, Retirement, and Education Planning Laurie Allen September 18, 2025 Beware of TikTok Advisors: The Dark Side of Viral Financial Advice Laurie Allen June 30, 2025 Divorce, Remarriage, and Estate Planning for High-Earning Women Laurie Allen June 5, 2025 Navigating Your 529 Plan Withdrawals: A Guide Laurie Allen May 29, 2025 How to Communicate with Beneficiaries About Their Responsibilities Laurie Allen May 14, 2025 The Heart Behind Your Legacy: A Guide to Choosing Beneficiaries Laurie Allen May 5, 2025 The Importance of Power of Attorney for Aging Parents: What Gen X and Millennials need to know Laurie Allen April 28, 2025 New Age 60-63 Retirement Contribution Catch-Up Rule (SECURE 2.0 Act) Laurie Allen April 24, 2025 Navigating Opportunities During Market Downturns  Laurie Allen April 3, 2025 The Costs of Homeownership: Expected and Unexpected Expenses When Buying a Home Laurie Allen March 6, 2025 Navigating Finances After the Loss of a Spouse: Key Steps for High Networth Individuals Laurie Allen March 6, 2025 Sharing Finances: The Secret to Intimacy, Harmony, and a Happier Relationship Laurie Allen February 14, 2025 What is the FIRE Movement and How Does It Apply to Everyday People? Laurie Allen January 31, 2025 Why we should ditch the term "Retirement Date" and replace it with "Work Optional Date" Laurie Allen January 31, 2025 Maximizing Wealth with Restricted Stock Units (RSUs): A Guide for High-Income Earners Laurie Allen December 16, 2024 The Benefits of Charitable Giving: Strategies to Maximize Impact and Minimize Taxes Laurie Allen December 16, 2024 Older home  |  about  |  services  |  contact 832 Hermosa Ave, Hermosa Beach CA, 90254 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this  web site . We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.   Securities and Advisory services offered through  GWN Securities, Inc. , Member  FINRA / SIPC , a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Wealth Management and GWN Securities, Inc. are separate companies. Click here for a copy of GWN’s Form CRS Disclosure Document LA Wealth Management Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS Home Our Team Mission & Offerings Location & Contact Blog FAQ Account Log In Check the background of this financial professional on FINRA's Broker Check Click here to view GWNs form CRS LA Wealth Management Truly Personalized Wealth Management   The team at LA Wealth Management understands your desire to grow and protect all that you’ve worked so hard for. Our all-female team of advisors takes pride in our education-based, client-first approach and seeks lasting relationships with our clients and their families. Our collaborative approach will help you create plans to put children through college, set up protections for loved ones, plan your ideal retirement, and leave an enduring legacy. If you’re looking at your own plans and find that you’re in need of a partner, click below to be connected with an advisor on our team.   start planning today >>>       OUR INVESTMENT PHILOSOPHY WHAT WE BELIEVE No Market Timing: We believe that investors have the greatest chance for success when they consistently invest in the market over the long term. We view marking timing as gambling and we would never gamble with your money. Long Term Investing: We believe in the long-term viability of the stock market and encourage our clients to invest in the stock market. Never Chasing Returns: Returns are not the only important thing in a financial plan. An investor must consider diversification*, taxes, and volatility. We take a look at the big picture! *Diversification does not guarantee a profit or protect against a loss in a declining market OUR PROCESS HOW IT WORKS schedule Your introductory call         home  |  about  |  services  |  contact 832 Hermosa Ave, Hermosa Beach CA, 90254 PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this  web site . We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.   Securities and Advisory services offered through  GWN Securities, Inc. , Member  FINRA / SIPC , a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. LA Wealth Management and GWN Securities, Inc. are separate companies. Click here for a copy of GWN’s Form CRS Disclosure Document