Laurie Bodisch

Laurie Bodisch Email and Phone Number

Wealth Strategist and Mentor | Equipping women with the tools, knowledge, and confidence necessary to build and manage wealth effectively @ Her Wealth Coach®
Laurie Bodisch's Location
Boiling Springs, Pennsylvania, United States, United States
About Laurie Bodisch

Are you tired of feeling financially overwhelmed, un(der)appreciated, and not sure of what will happen if you decide to change jobs, start your own business, retire, or even… get laid off? *Sigh*You probably make a decent salary but aren’t really sure where all of your money goes.Perhaps you contribute to your company retirement plan and “hope” your investment choices will catapult in value so you can start living your dream life.Unfortunately, it doesn’t usually work this way.And going back to school for a degree in finance isn’t going to happen.But who can you trust with one of the most personal aspects of your life?As someone who has managed thousands of accounts and hundreds of millions of dollars over my 30 years as a professional investment advisor, I know how to help you live a wealthy life. A life that not only means you have financial freedom but also have the time to enjoy what’s most important to you.I’ve seen too many women lost in the financial woods alone, ashamed of past mistakes, or burned by someone in a blue suit.It doesn’t have to be this way.I know that a woman who is in charge of her economic future is a woman with power over her life. And I want that for you too.Knowledge, planning, and implementation are the key elements for living comfortably today and ensuring success on your terms in the future. In my coaching and mentorship programs, I provide one-to-one and group support so that you can secure your financial foundation, grow your money, and preserve your wealth.I will walk side-by-side with you on your journey and help you take control of your own narrative.If you want to learn more about my services, you can book a 20 minute complimentary call using the link below.https://calendly.com/herwealthcoach/virtual-chat

Laurie Bodisch's Current Company Details
Her Wealth Coach®

Her Wealth Coach®

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Wealth Strategist and Mentor | Equipping women with the tools, knowledge, and confidence necessary to build and manage wealth effectively
Laurie Bodisch Work Experience Details
  • Her Wealth Coach®
    Founder & Chief Executive Officer
    Her Wealth Coach® Sep 2019 - Present
  • Dt Investment Partners, Llc
    Personal Investment Strategist
    Dt Investment Partners, Llc Feb 2022 - Present
  • Fulton Financial Corporation
    Vice President - Portfolio Manager/Investment Specialist
    Fulton Financial Corporation Aug 2007 - Sep 2019
    Lancaster, Pennsylvania, Us

Laurie Bodisch Skills

Charitable Trusts Financial Planning Wealth Management Services Portfolio Management Investments Financial Risk Finance Asset Allocation Financial Services Asset Protection Commercial Banking Wealth Management Mutual Funds Trust Advisory Services Charitable Giving Investment Strategies Risk Management Goals Oriented Investing Regulatory Compliance Marital Trusts Market Risk Commercial Lending Series 7

Laurie Bodisch Education Details

  • Penn State University
    Penn State University
    Finance
  • Boston University
    Boston University
    Financial Planning
  • Cannon Financial Institute
    Cannon Financial Institute

Frequently Asked Questions about Laurie Bodisch

What company does Laurie Bodisch work for?

Laurie Bodisch works for Her Wealth Coach®

What is Laurie Bodisch's role at the current company?

Laurie Bodisch's current role is Wealth Strategist and Mentor | Equipping women with the tools, knowledge, and confidence necessary to build and manage wealth effectively.

What schools did Laurie Bodisch attend?

Laurie Bodisch attended Penn State University, Boston University, Cannon Financial Institute.

What skills is Laurie Bodisch known for?

Laurie Bodisch has skills like Charitable Trusts, Financial Planning, Wealth Management Services, Portfolio Management, Investments, Financial Risk, Finance, Asset Allocation, Financial Services, Asset Protection, Commercial Banking, Wealth Management.

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