Our Team

Laura Steinbeck

CFP®, ChFC®

Financial Advisor

For more than 12 years Laura Steinbeck has been working with individuals and families to help them understand the impact of the financial decisions that they make and how they can secure their financial future. She appreciates the lasting relationships that are built with her clients, and loves being a trusted part of their lives.

 

Laura focuses on comprehensive financial planning, divorce planning, investment management, and tax planning services.

 

A woman of many talents, Laura is fluent in American Sign Language, and in a previous life was a professional ballet and modern dancer. She is proud to call Danville home, and can be found out hitting the town daily with the love of her life, her rescue Boxer, Barney.

 

Laura has served on the San Ramon Chamber of Commerce Ambassador Committee for the past 10 years and has held positions on the Board of Directors. She is also a member of the Institute of Divorce Financial Analysts.

 

This mid-west transplant holds a B.A. degree from the University of Iowa. She completed the Graduate Certificate program in Financial Planning as well as the Certified Financial Planner™ (CFP®) professional designation from DePaul University. She also earned the Chartered Financial Consultant™ (ChFC®) and the Certified Divorce Financial Analyst® (CDFA™) designations.

 

Laura holds CA Insurance Lic. #0F46046, and Series 7 and Series 66 securities registrations. She is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. TR#1227226. DOFU 06/2015.

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