Laurie Bodisch
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Laurie Bodisch Email & Phone Number

Wealth Strategist and Mentor | Equipping women with the tools, knowledge, and confidence necessary to build and manage wealth effectively at Her Wealth Coach®
Location: Boiling Springs, Pennsylvania, United States 3 work roles 3 schools
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Role
Wealth Strategist and Mentor | Equipping women with the tools, knowledge, and confidence necessary to build and manage wealth effectively
Location
Boiling Springs, Pennsylvania, United States

Who is Laurie Bodisch? Overview

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Laurie Bodisch is listed as Wealth Strategist and Mentor | Equipping women with the tools, knowledge, and confidence necessary to build and manage wealth effectively at Her Wealth Coach®, based in Boiling Springs, Pennsylvania, United States. AeroLeads shows a matched LinkedIn profile for Laurie Bodisch.

Laurie Bodisch previously worked as Founder & Chief Executive Officer at Her Wealth Coach® and Personal Investment Strategist at Dt Investment Partners, Llc. Laurie Bodisch holds Bachelor Of Science, Finance from Penn State University.

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Her Wealth Coach®

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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

Listed skills include Charitable Trusts, Financial Planning, Wealth Management Services, Portfolio Management, and 19 others.

Current workplace

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Her Wealth Coach®
Her Wealth Coach®
Wealth Strategist and Mentor | Equipping women with the tools, knowledge, and confidence necessary to build and manage wealth effectively
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3 roles

Laurie Bodisch work experience

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3 education records

Laurie Bodisch education

Bachelor Of Science, Finance

Penn State University

Candidate For Cfp® Certification, Financial Planning

Boston University

Education record

Cannon Financial Institute
FAQ

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What company does Laurie Bodisch work for?

Laurie Bodisch works for Her Wealth Coach®.

What is Laurie Bodisch's role at Her Wealth Coach®?

Laurie Bodisch is listed as Wealth Strategist and Mentor | Equipping women with the tools, knowledge, and confidence necessary to build and manage wealth effectively at Her Wealth Coach®.

Where is Laurie Bodisch based?

Laurie Bodisch is based in Boiling Springs, Pennsylvania, United States while working with Her Wealth Coach®.

What companies has Laurie Bodisch worked for?

Laurie Bodisch has worked for Her Wealth Coach®, Dt Investment Partners, Llc, and Fulton Financial Corporation.

How can I contact Laurie Bodisch?

You can use AeroLeads to view verified contact signals for Laurie Bodisch at Her Wealth Coach®, including work email, phone, and LinkedIn data when available.

What schools did Laurie Bodisch attend?

Laurie Bodisch holds Bachelor Of Science, Finance from Penn State University.

What skills is Laurie Bodisch known for?

Laurie Bodisch is listed with skills including Charitable Trusts, Financial Planning, Wealth Management Services, Portfolio Management, Investments, Financial Risk, Finance, and Asset Allocation.

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