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/