Laura
Haupt
,
CFP(R)
Financial Advisor
at
JNBA
United States
Fee-only,Percentage of AUM,Project-Based
Firm Details
JNBA
We work with individuals and families who have complex financial lives. Our clients typically include executives and business owners, families managing inherited or accumulated wealth, and individuals navigating major life transitions like retirement, divorce, or the sale of a business.
6083541878
laura.pechacek@gmail.com
Countries of Expertise
United States
Biography
Laura has been working with individual clients for 13 years providing comprehensive planning including advice on investments, retirement, college planning, insurance, estate planning, and tax planning. She has a passion for educating clients and enjoys helps others achieve their goals.
Specialties
Financial Planning,Retirement Planning
Billing Types
Fee-only,Percentage of AUM,Project-Based
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