Laura Carrera Warnock, CPFA, AIF, C(k)P
Sr. Financial Advisor
Laura has 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.
She started as a Financial Consultant with Smith Barney, then moved to Wells Fargo after a few years. After growing and gaining some experience she went independent in 2007. Laura specializes in Business and Personal Financial Planning, including Retirement Plans, Executive Benefits, Asset Management, Alternative Investments, and Insurance.
Laura was born in California, and grew up in Salt Lake City, Utah. She enjoys golfing, hiking, skiing, and hanging with friends. She values quality time spent with family and friends. Before her boys were in High School, she enjoyed coaching them in Youth Lacrosse. Now, she enjoys being one of their biggest fans. One of the highlights of Laura's younger life was receiving an athletic scholarship for Women's Volleyball to both USC and BYU. The experiences were truly rewarding.
EDUCATION:
BS- University of Southern California - (Women's Volleyball Team)
Attended Brigham Young University (Women's Volleyball Team)
PROFESSIONAL DESIGNATIONS AND LICENSES:
- FINRA Series 7, 63, and 65
- Life/Health Insurance License
- CPFA: Certified Plan Fiduciary Advisor
- AIF: Accredited Investment Fiduciary
- C(k)P: Certified 401(k) Professional
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.