Laurie Allen, CFP®
Laurie is a Certified Financial Planner® serving Southen CA since 2008. Out of a desire to serve her clients better, Laurie founded LA Wealth Management in 2016 and now serves clients from East to West coast. As a mother of 3, she has a desire to support other professional women and their families, guiding them to take action and through life’s transitions. Laurie is experienced in advanced wealth management strategies and is best suited to work with clients with $750K+ of investable assets.
Laurie lives locally in the Los Angeles South Bay with her husband, Mike and children, Lily, Teddy and Rhys. When she isn't spending time with her family, Laurie enjoys playing golf poorly and getting involved in her community. LA Wealth Management is proud to be a corporate sponsor of Together We Rise, a nonprofit dedicated to improving the lives of foster children in America.
Education
UNLV LEE BUSINESS SCHOOL
BS, Business Administration and Finance
Activities & Affiliations
•Corporate Sponsor of Together We Rise
•Volunteer with FPA Probono Financial planning
Licenses
•Certified Financial Planner®
•CA Insurance License Lic. # 0G85524
Shelby Brady, Client Service Manager
Shelby comes to us from a background in M&A work and has years of experience managing teams and implementing operational initiatives. Shelby makes sure that our client’s onboarding process is smooth and worry-free and that our clients are well taken care of on an ongoing basis.
As a west-side native, when not at work, Shelby can be found hiking in the Malibu canyons with her three children and husband or learning to surf!
Mike Raymond, COO
Mike, is the Chief Operations Officer at LA Wealth Management. As a Certified Financial Planner (CFP®), he leverages his financial planning acumen alongside operational expertise to drive the firm's efficiency and client service.
With a background in M&A and management consulting, Michael has a proven ability to optimize operations, foster business growth, and strategically deploy technology to enhance efficiency across diverse industries. He streamlines complex operations, guides organizations through expansion, and delivers cost efficiencies and improved financial performance through strategic operational approaches.
At LA Wealth Management, Michael draws on his expertise and credentials to ensure seamless operations and advance the firm's strategic objectives. He is dedicated to providing exceptional service and adeptly navigating the evolving financial landscape, always keeping client success at the forefront.
Education
UCLA Bachelor of Applied Science (B.A.Sc.), Mechanical Engineering
Licenses & certifications
Certified Financial Planner (CFP®)
Project Management Professional (PMP®)
LA Wealth Management and it’s advisors are SmartVestor Pros with the Dave Ramsey program. The Dave Ramsey & the SmartVestor Pro program is not affiliated with nor endorsed by GWN. For more information on this program please visit the SmartVestor site or www.daveramsey.com
Get in touch
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