Laura Tarbox

About Laura Tarbox

We are an independent Registered Investment Advisor (RIA) providing comprehensive wealth management, investment, and trustee services to high-net-worth families. With over $1 billion managed in-house, we serve as dedicated advocates for our clients’ total financial well-being. Our team helps families simplify financial complexity through sophisticated planning, disciplined investment management, resourced connections, and high-touch operational support.

Experience

1. Owner

   Tarbox Family Office, Inc

   Jan 1985 — Present

   As CEO of Tarbox, Laura is responsible for setting the firm’s vision and strategy and for building and sustaining its culture. Along with the Management Committee, she oversees the firm’s day-to-day operations and long-term direction.A UCLA graduate with more than 40 years of experience in investment management and financial planning, Laura earned her CFP® designation in 1984 and founded Tarbox in 1985. She has been a long-standing leader in financial education, serving in numerous teaching and leadership roles, including Program Director of the Financial Planning Certificate Program at UC Irvine for 20 years, Dean of the Financial Planning Association’s CFP® Residency, and Adjunct Faculty at the College of Financial Planning at USC and California Lutheran University. She has also served as a CFP® Instructor at UC Irvine, Founder of the Financial Planning Internship Program at UC Irvine, Instructor for the California CPA Education Foundation, and Board Member of the CFP® Board of Standards’ Board of Examiners.Laura has served on TD Ameritrade’s President’s Council and as a Trustee of the Foundation for Financial Planning. Her prior leadership roles include serving on the Charles Schwab Institutional Advisory Board, as President of the Orange County Society of the ICFP, and as a Director on the National Board of the Institute of Certified Financial Planners.Formerly the host of the weekly radio show Money with Laura Tarbox, she is frequently quoted by The Wall Street Journal, The New York Times, and The Los Angeles Times. Her philanthropic leadership includes serving on multiple nonprofit boards, and she has been recognized multiple times as one of the nation’s “Best Financial Advisors” by Worth magazine and one of the “100 Great Financial Planners” by Mutual Funds magazine.

Education

• UCLA

  English

Skills

• Financial Planning
• Wealth Management