AeroLeads people directory · profile
Laurence Schiffman, Cfp® Email & Phone Number
Founder and Financial Guide
at
Traverse Planning
1 work email found
@traverseplanning.com
8 phones found area 602, 720, 973, 201, and 480
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Financial Guide
Location
Denver Metropolitan Area, United States
Company size
Who is Laurence Schiffman, Cfp®? Overview
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Quick answer
Laurence Schiffman, Cfp® is listed as Founder and Financial Guide at Traverse Planning, a with 3 employees, based in Denver Metropolitan Area, United States. AeroLeads shows a work email signal at traverseplanning.com, phone signal with area code 602, 720, 973, 201, 480, and a matched LinkedIn profile for Laurence Schiffman, Cfp®.
Laurence Schiffman, Cfp® previously worked as Founder & Financial Guide at Traverse Planning and Wealth Management Advisor at Physicians Nationwide. Laurence Schiffman, Cfp® holds Bs from W. P. Carey School Of Business – Arizona State University.
Company email context
Email format at Traverse Planning
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{first}@traverseplanning.com
89% confidence
AeroLeads found 1 current-domain work email signal for Laurence Schiffman, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Laurence Schiffman, Cfp®
For more than a 15 years, Laurence has devoted his career to helping clients achieve their financial goals while minimizing the impact of taxes along the way. He takes pride in his extensive knowledge around taxes and financial planning, attention to detail, and in upholding the fiduciary responsibilities that his clients have placed in him. Laurence is a CERTIFIED FINANCIAL PLANNER™ and earned his Bachelor of Science in Accountancy from the WP Carey School of Business at Arizona State University.
Listed skills include Strategic Financial Planning, Wealth Management, Investments, Retirement Planning, and 17 others.
Current workplace
Laurence Schiffman, Cfp®'s current company
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Traverse Planning
4 roles
Laurence Schiffman, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder & Financial Guide
Traverse Planning was founded on the philosophy that an advisor should have a moral, ethical and legal responsibility to act in their client’s best interest. Tackling your finances can be a stressful and intimidating endeavor. It can leave you feeling vulnerable and overwhelmed. Many people will turn to a financial advisor seeking guidance through the complexity of the planning process. You shouldn’t also have to worry that your advisor is truly acting in your best interest.At Traverse Planning, we seek to make the financial planning experience personalized, rewarding and stress-free. Our financial advisors build trust through transparency and work with clients in a fiduciary capacity 100% of the time. You can feel confident that our interests are aligned with yours.Let Us Be the Center of Your Financial World™
Wealth Management Advisor
Jan 2012 - Jul 2019
Wealth Management Advisor
Jan 2006 - Jul 2019
3 education records
Laurence Schiffman, Cfp® education
Education record
Education record
FAQ
Frequently asked questions about Laurence Schiffman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Laurence Schiffman, Cfp® work for?
Laurence Schiffman, Cfp® works for Traverse Planning.
What is Laurence Schiffman, Cfp®'s role at Traverse Planning?
Laurence Schiffman, Cfp® is listed as Founder and Financial Guide at Traverse Planning.
What is Laurence Schiffman, Cfp®'s email address?
AeroLeads has found 1 work email signal at @traverseplanning.com for Laurence Schiffman, Cfp® at Traverse Planning.
What is Laurence Schiffman, Cfp®'s phone number?
AeroLeads has found 8 phone signal(s) with area code 602, 720, 973, 201, 480 for Laurence Schiffman, Cfp® at Traverse Planning.
Where is Laurence Schiffman, Cfp® based?
Laurence Schiffman, Cfp® is based in Denver Metropolitan Area, United States while working with Traverse Planning.
What companies has Laurence Schiffman, Cfp® worked for?
Laurence Schiffman, Cfp® has worked for Traverse Planning, Physicians Nationwide, and Schiffman & Associates Wealth Management.
Who are Laurence Schiffman, Cfp®'s colleagues at Traverse Planning?
Laurence Schiffman, Cfp®'s colleagues at Traverse Planning include Lori Neville.
How can I contact Laurence Schiffman, Cfp®?
You can use AeroLeads to view verified contact signals for Laurence Schiffman, Cfp® at Traverse Planning, including work email, phone, and LinkedIn data when available.
What schools did Laurence Schiffman, Cfp® attend?
Laurence Schiffman, Cfp® holds Bs from W. P. Carey School Of Business – Arizona State University.
What skills is Laurence Schiffman, Cfp® known for?
Laurence Schiffman, Cfp® is listed with skills including Strategic Financial Planning, Wealth Management, Investments, Retirement Planning, Portfolio Management, Business Planning, Finance, and Tax.
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