Laura Kuntz

About Laura Kuntz

I help people work through complex financial situations so they can live the lives they want. I create personalized solutions grounded in a deep understanding of their goals and values and serve as a “voice of reason.” It brings me great joy to see my clients make progress toward a place of financial security, confidence, and delight in their choices.Contact me at l••••••••@laurelwealthplanning.com or (95••••••50 to refer a potential client or discuss whether I can make a difference in your life.

Experience

1. Senior Wealth Manager Founder

   Laurel Wealth Planning

   Apr 1998 — Present · Minneapolis, MN, US

   I founded LWP in 1998 with the goal of giving clients objective advice by looking at the complete financial picture and fitting the right investment and financial tools with the right job. Our team of nine continues this goal today as an independent, fee-only, fiduciary firm. I run the numbers and provide my clients the pros and cons to put them in a position to make the decisions they feel are right for them and for their families. One thing that sets my advice apart is that I am a CPA with a master’s degree in taxation. While we don’t prepare tax returns, LWP offers tax reduction planning to help our clients make the most of what they have.Before founding LWP, I gained experience serving affluent clients as a Director at Ameriprise Financial and at Arthur Andersen LLP.

Education

• University of Minnesota

  Master, Business Taxation

• University of Wisconsin-Eau Claire

  Bachelor of Arts (B.A.), Economics (with highest honors)

Skills

• Investments
• Important Information: Laurel Wealth Planning Llc Is a Registered Investment Adviser with the U.s. Securities and Exchange Commission Whose Principal Office Is Located in Minnesota. Information on This Site Is Directed Toward U.s. Residents Only. Laurel
• National Speaker
• Tax
• Expert Advisor
• Financial Advisory
• Article Creation
• Estate Planning
• Strategic Financial Planning
• Financial Educator