About
Your money is PERSONAL. Your portfolio should be more than numbers on a screen - it should reflect what matters most to you. I give the framework and expertise that transforms your relationship with money so it can support a life you love.
💸I help audiences overcome financial overwhelm by combining practical money education (cash flow, investing, tax, insurance, estate planning, and retirement) with the mindset needed to succeed in a complex system.
🎤Organizations hire me for engaging keynotes and easy-to-follow financial wellness workshops that reduce financial stress, boost confidence, and help people take action. Sessions are customizable to your workforce, benefits, and company values.
📖I’m also the author of "Earn Save Spend", an illustrated personal finance book often used as a conference takeaway or employee benefit. Bulk and branded options are available.
If you’re looking for an expert who makes money clear, relatable, and immediately useful, let’s connect.
Services
Articles by Laura
-
Free Video - 4 Ways to Get Financial Advice
Free Video - 4 Ways to Get Financial Advice
Watch it here! Ever feel like if you could *only* get a grasp on your finances, your life could be really amazing? But…
Activity
-
Walking thought thanks to a turtle. 🐢 I am not afraid of people. I am afraid of their weaknesses and insecurities and how they project these on to…
Walking thought thanks to a turtle. 🐢 I am not afraid of people. I am afraid of their weaknesses and insecurities and how they project these on to…
Liked by Laura Davis, CFP®
-
That’s a wrap for the ELITE Private Wealth Summit at the Fairmont San Francisco. The power, wealth and knowledge in this room is unmatched! To…
That’s a wrap for the ELITE Private Wealth Summit at the Fairmont San Francisco. The power, wealth and knowledge in this room is unmatched! To…
Liked by Laura Davis, CFP®
-
If you have clients, you should be able to identify who you serve...and who you don't. I had the privilege of talking shop with my friend Sib Sheikh…
If you have clients, you should be able to identify who you serve...and who you don't. I had the privilege of talking shop with my friend Sib Sheikh…
Shared by Laura Davis, CFP®
Experience
-
-
-
-
-
-
-
-
-
-
-
Education
Licenses & Certifications
Volunteer Experience
-
-
Co-Chair Southeast Region
Women's Alliance of Financial Advisors
- Present 9 months
Economic Empowerment
Organizations
-
NAPFA
Associate Member
- Present -
Toastmasters
Member
-
Recommendations received
13 people have recommended Laura
Join now to viewMore activity by Laura
-
The jets were impressive, but the people were the real highlight. What started as a perfect lunch hosted by the fab Sandra Fan turned into an…
The jets were impressive, but the people were the real highlight. What started as a perfect lunch hosted by the fab Sandra Fan turned into an…
Liked by Laura Davis, CFP®
-
Ironing boards as standing desks are undervalued! 1. Cushioned wrist rest 2. Lightweight and portable 3. Breaks down for storage 4. Some have a…
Ironing boards as standing desks are undervalued! 1. Cushioned wrist rest 2. Lightweight and portable 3. Breaks down for storage 4. Some have a…
Liked by Laura Davis, CFP®
-
I took this picture Friday night, after performing at an executive offsite in Las Vegas. This may sound crazy, but I just realized that my…
I took this picture Friday night, after performing at an executive offsite in Las Vegas. This may sound crazy, but I just realized that my…
Liked by Laura Davis, CFP®
-
It's been almost two months since JABOY Productions event in Puerto Rico. Loved the new connections I made there. I'm planning on seeing Latrice…
It's been almost two months since JABOY Productions event in Puerto Rico. Loved the new connections I made there. I'm planning on seeing Latrice…
Shared by Laura Davis, CFP®
-
In the midst of all the macro distractions happening now, there are people and organizations that are helping create a better world. The Steve &…
In the midst of all the macro distractions happening now, there are people and organizations that are helping create a better world. The Steve &…
Shared by Laura Davis, CFP®
-
Let me introduce you our Keynote speaker at the World Woman Forum in Davos, 9-12 July 2026, — Larisa B. Miller, Founder & CEO Phoenix Global…
Let me introduce you our Keynote speaker at the World Woman Forum in Davos, 9-12 July 2026, — Larisa B. Miller, Founder & CEO Phoenix Global…
Liked by Laura Davis, CFP®
-
AI in education 🤖+📝!?! I would love to chat with educators, students, and parents about the role that AI is playing in our kids education. If…
AI in education 🤖+📝!?! I would love to chat with educators, students, and parents about the role that AI is playing in our kids education. If…
Liked by Laura Davis, CFP®
-
This past weekend, I had the honor of joining others in celebrating the union of an incredible friend and colleague (partner-in-crime), Theresa M…
This past weekend, I had the honor of joining others in celebrating the union of an incredible friend and colleague (partner-in-crime), Theresa M…
Liked by Laura Davis, CFP®
-
Are you a Helper? ❓When is the last time you helped someone else? ❓When is the last time you received help? I'll go first - check the comments…
Are you a Helper? ❓When is the last time you helped someone else? ❓When is the last time you received help? I'll go first - check the comments…
Liked by Laura Davis, CFP®
-
We purposefully didn't record the Ladies that UX Atlanta "How to Not Die Doing UX" practice that I had the honor to lead a couple weeks ago. Why? I…
We purposefully didn't record the Ladies that UX Atlanta "How to Not Die Doing UX" practice that I had the honor to lead a couple weeks ago. Why? I…
Liked by Laura Davis, CFP®
-
This past weekend, I had the honor of serving as the emcee for DJ Reader's 4th Annual "Toast to Education" Gala benefiting the A Son Never Forgets…
This past weekend, I had the honor of serving as the emcee for DJ Reader's 4th Annual "Toast to Education" Gala benefiting the A Son Never Forgets…
Liked by Laura Davis, CFP®
-
So excited to be a part of this dicussion.
So excited to be a part of this dicussion.
Liked by Laura Davis, CFP®
-
Perfection is the mask that fear wears. We miss out on so much when we try to be "perfect" OR is it that we actively avoid experiences that make us…
Perfection is the mask that fear wears. We miss out on so much when we try to be "perfect" OR is it that we actively avoid experiences that make us…
Liked by Laura Davis, CFP®
Other similar profiles
Explore top content on LinkedIn
Find curated posts and insights for relevant topics all in one place.
View top content