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Laura R. Knolle, MS, CFP®

  • Vice President
  • EP Wealth Advisors, Inc.
  • Lafayette, California   
  • Website
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Phone

925-283-2201


Contact me for: Investment management, retirement plan guidance, college investment planning, financial independence planning, risk management, tax & estate planning.

Laura R. Knolle, MS, CFP® is a Vice President with EP Wealth Advisors. In her role with the firm, she specializes in working with clients to bring together all the pieces of their financial lives. Her expertise includes every aspect of financial planning from retirement planning to estate planning and cash flow management to tax planning.

Laura is passionate about client education. She believes deeply that knowledge is true power and thus spends a great deal of time educating clients about their situation and their choices. Bringing all professionals to the table, Laura is collaborative in her approach to ensuring that clients have a team working in concert for their best interests.

Laura has been in the financial services industry for more than 10 years. She graduated with honors from Michigan State University with a B.A. in Finance, and from Golden Gate University with an M.S. in Financial Planning and Taxation, with an emphasis in Estate Planning. She is an active member of the Financial Planning Association. She heads up a study group for local professionals, and is also a volunteer bookkeeper for senior citizens through the Diablo Valley Foundation for Aging. As an experienced planner, Laura has provided expert commentary on a number of financial-related topics for publications such as The Fiscal Times, MarketWatch, MORE magazine and Forbes.

Laura is a new mother and spends her time lavishing son Johnny Ray with love. She has a passion for fitness, nutrition and traveling. She also enjoys hiking with her husband John and their two dogs, biking, boot camp and lifting weights. Her love of travel extends well beyond that of a two week vacation, as Laura has had the opportunity to live and work abroad in London, England and Sydney, Australia.

Expert Articles by Laura R. Knolle, MS, CFP®

Finance for Couples

Professional advice on financial planning for newlyweds

Health Insurance

Advice for women on getting long-term care insurance

Budgeting

Financial planning for the first time investor

Estate Planning

Financial steps you must take immediately on the death of a spouse
Recent widows need a long term financial plan for peace of mind
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Contact Laura R. Knolle, MS, CFP®

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