Laura Boldt, Cfp®

Laura Boldt, Cfp® Email and Phone Number

Anthea Wealth Management @ Anthea Wealth Management
Laura Boldt, Cfp®'s Location
Phoenix, Arizona, United States, United States
Laura Boldt, Cfp®'s Contact Details

Laura Boldt, Cfp® personal email

n/a

Laura Boldt, Cfp® phone numbers

About Laura Boldt, Cfp®

Laura Boldt, Cfp® is a Anthea Wealth Management at Anthea Wealth Management. She possess expertise in financial planning, asset allocation, retirement, investments, retirement planning and 13 more skills.

Laura Boldt, Cfp®'s Current Company Details
Anthea Wealth Management

Anthea Wealth Management

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Anthea Wealth Management
Laura Boldt, Cfp® Work Experience Details
  • Anthea Wealth Management
    Founder, Senior Wealth Advisor
    Anthea Wealth Management Sep 2024 - Present
    Phoenix, Arizona, United States
    View
  • Vanguard
    Senior Wealth Advisor
    Vanguard Aug 2015 - Aug 2024
    Scottsdale, Az
    View
  • Vanguard
    Financial Planner
    Vanguard Jan 2014 - Jul 2015
    Scottsdale. Az
    View
  • Brokerage Professionals, Inc.
    Marketing Specialist
    Brokerage Professionals, Inc. Sep 2013 - Dec 2013
    View
  • Usaa
    Wealth Advisor
    Usaa Nov 2006 - Sep 2013
    Phoenix, Arizona
    View
  • Smith Barney
    Consulting Group Analyst
    Smith Barney Jun 1998 - Nov 2006
    Phoenix, Arizona Area

Laura Boldt, Cfp® Skills

Financial Planning Asset Allocation Retirement Investments Retirement Planning Fixed Annuities Strategic Financial Planning Estate Planning Series 7 Wealth Financial Services Wealth Management Financial Advisory Risk Management Cfp Certificant Arizona Life And Health License Crpcsm And Cws Designations Experience With Zephyr Style Analyzer And Vestek Portfolio Analyzer

Laura Boldt, Cfp® Education Details

Frequently Asked Questions about Laura Boldt, Cfp®

What company does Laura Boldt, Cfp® work for?

Laura Boldt, Cfp® works for Anthea Wealth Management

What is Laura Boldt, Cfp®'s role at the current company?

Laura Boldt, Cfp®'s current role is Anthea Wealth Management.

What is Laura Boldt, Cfp®'s email address?

Laura Boldt, Cfp®'s email address is cf****@****ros.com

What is Laura Boldt, Cfp®'s direct phone number?

Laura Boldt, Cfp®'s direct phone number is +160232*****

What schools did Laura Boldt, Cfp® attend?

Laura Boldt, Cfp® attended Arizona State University, University Of Arizona.

What are some of Laura Boldt, Cfp®'s interests?

Laura Boldt, Cfp® has interest in Estate Planning, Cooking, Bodypump And Themed Party Planning, Gardening, Baking, Financial Planning.

What skills is Laura Boldt, Cfp® known for?

Laura Boldt, Cfp® has skills like Financial Planning, Asset Allocation, Retirement, Investments, Retirement Planning, Fixed Annuities, Strategic Financial Planning, Estate Planning, Series 7, Wealth, Financial Services, Wealth Management.

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