Partner Advisor
Current
Jun 2020 - Present
AeroLeads people directory · profile
Laurel Mann, Cfp® Email & Phone Number
Partner Advisor at AdvicePeriod
at
AdvicePeriod
1 work email found
@adviceperiod.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner Advisor at AdvicePeriod
Location
Newport Beach, California, United States
Who is Laurel Mann, Cfp®? Overview
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Quick answer
Laurel Mann, Cfp® is listed as Partner Advisor at AdvicePeriod at AdvicePeriod, based in Newport Beach, California, United States. AeroLeads shows a work email signal at adviceperiod.com and a matched LinkedIn profile for Laurel Mann, Cfp®.
Laurel Mann, Cfp® previously worked as Partner Advisor at Adviceperiod and Wealth Manager at Purus Wealth Management. Laurel Mann, Cfp® holds Bachelor Of Arts, Economics from University Of California, Santa Barbara.
Company email context
Email format at AdvicePeriod
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*@adviceperiod.com
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AeroLeads found 1 current-domain work email signal for Laurel Mann, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Laurel Mann, Cfp®
Laurel Mann, CFP®, CMFC®Partner Advisor | AdvicePeriod✉ laurel.mann@adviceperiod.com.com✆ 949-375-3012At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time.By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come.This is how wealth management is going to evolve. This is AdvicePeriod.-Best Wealth Planning Firm in the US - Family Wealth Report Awards (2019)-Thought Leader of the Year - Wealth Management Magazine (2019)-Innovator and Family Office of the Year - Wealth Management Magazine (2018)-Top Places to Work in the United States -Inc. Magazine (2018)-FT 300 Top Wealth Managers - Financial Times (2018 and 2019)-#1 Fastest Growing RIA Firm on the West Coast and #4 Nationally -InvestmentNews (2018)#1 FinTech Wealth Management Firm in the U.S. - FinTech Breakthrough Awards (2017)-#1 Place to Work in Los Angeles - LA Business Journal (2016)-#1 Ranked Independent Financial Advisory Team in California - Barron's (Lockshin, multiple years)-#1 Ranked Independent Financial Advisory Team in the United States - Barron's (Lockshin, 2011)🤗Laurel Mann, CFP®, CMFC®Partner Advisor | AdvicePeriod✉ laurel.mann@adviceperiod.com.com✆ 949-375-3012At AdvicePeriod, we think it’s time to reinvent wealth management and focus clients on the important decisions necessary to manage their wealth. Our highly regarded experts prepare clients for whatever life brings their way. We understand how any event or opportunity might impact the big picture, so we can help clients plan, grow and keep more of their wealth over time.By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come.This is how wealth management is going to evolve. This is AdvicePeriod.https://www.adviceperiod.com/disclosure/
Current workplace
Laurel Mann, Cfp®'s current company
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6 roles
Laurel Mann, Cfp® work experience
A career timeline built from the work history available for this profile.
Wealth Manager
Feb 2016 - Jun 2020
Financial Advisor
Dec 2001 - Feb 2016
Financial Consultant
Mar 2000 - Oct 2001
Shareholder Services
Aug 1993 - Dec 1999
Auditor
Sep 1990 - Oct 1991
1 education record
Laurel Mann, Cfp® education
-
University Of California, Santa Barbara
FAQ
Frequently asked questions about Laurel Mann, Cfp®
Quick answers generated from the profile data available on this page.
What company does Laurel Mann, Cfp® work for?
Laurel Mann, Cfp® works for AdvicePeriod.
What is Laurel Mann, Cfp®'s role at AdvicePeriod?
Laurel Mann, Cfp® is listed as Partner Advisor at AdvicePeriod at AdvicePeriod.
What is Laurel Mann, Cfp®'s email address?
AeroLeads has found 1 work email signal at @adviceperiod.com for Laurel Mann, Cfp® at AdvicePeriod.
Where is Laurel Mann, Cfp® based?
Laurel Mann, Cfp® is based in Newport Beach, California, United States while working with AdvicePeriod.
What companies has Laurel Mann, Cfp® worked for?
Laurel Mann, Cfp® has worked for Adviceperiod, Purus Wealth Management, Waddell & Reed, Merrill Lynch, and Pimco.
How can I contact Laurel Mann, Cfp®?
You can use AeroLeads to view verified contact signals for Laurel Mann, Cfp® at AdvicePeriod, including work email, phone, and LinkedIn data when available.
What schools did Laurel Mann, Cfp® attend?
Laurel Mann, Cfp® holds Bachelor Of Arts, Economics from University Of California, Santa Barbara.
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