Broker Check

Meet Laura

Laura Warnock, CPFA, AIF

CEO, Advisor



I have always been interested in assisting business owners plan for their future. When a person's financial world is in order, they are free to do what they do best, run their business and enjoy their families and friends.

I started as a Financial Consultant with Smith Barney, then moved to Wells Fargo after a few years. After growing and gaining some experience I went independent in 2007. I specialize in Business and Personal Financial Planning, including Retirement Plans, Executive Benefits, Asset Management, Alternative Investments, and Insurance.

I was born in California, but grew up in Salt Lake City, Utah. I really enjoy golfing, hiking, cycling, skiing, coaching my boys in lacrosse and whatever other activity has their interest. I always value spending time with family and friends. One of the highlights of my younger life was receiving an athletic scholarship for Women's Volleyball to both USC and BYU. The experiences were truly rewarding.


BS- University of Southern California - (Women's Volleyball Team)
Attended Brigham Young University (Women's Volleyball Team)


  • FINRA Series 7, 63, and 65
  • Life/Health Insurance License
  • CPFA: Certified Plan Fiduciary Advisor
  • AIF: Accredited Investment Fiduciary


  • 2015-Present Youth Boys Lacrosse Coach
  • 2017-Present Granite Elementary School Community Council
  • 2019-2020 USC Alumni Club of Utah Co-President
  • 2018-2019 Granite Elementary PTA Co-Treasurer
  • 2017-2018 Granite Elementary PTA Treasurer
  • 2016-Present Utah Nonprofit Association (UNA) – Sponsor
  • 2015 Crestview Elementary Community Council - President
  • 2013-2014 UNMHA – Univ. of New Mexico Hospital Alliance – Founding Board Member, Treasurer
  • 2012-2014 CREW New Mexico Member (Commercial Real Estate Women)-Newsletter Chairperson
  • 2011 CREW Utah - President (Commercial Real Estate Women)
  • 2009-2010 CREW Utah – Treasurer, Vice President (Commercial Real Estate Women)
  • 2008-2010 Tree Utah – Board President
  • 2009 Treasurer of CREW Utah (Commercial Real Estate Women)
  • 2009 Utah Women in Insurance and Financial Services (WIFS) – Board, Membership Chair
  • Western Pension & Benefit Conference - Member
  • National Association of Women Business Owners (NAWBO) - Member
  • Utah Nonprofit Association (UNA) - Member
  • USC Alumni Club of Utah - Founder and Past President
  • Utah Women's Alliance for Building Community (UWABC) – Member, Past Treasurer
  • Arthritis Foundation of Utah – Past Board Member
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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