Laurel Mann, CFP®, CMFC®, is a Partner Advisor with AdvicePeriod. For more than 20 years, she has provided financial planning, strategic investment advice, and exceptional client services to female executives, small business owners, and a diverse group of busy professionals.
Before joining AdvicePeriod, Laurel was a Wealth Manager at Purus Wealth Management where she provided clients with the necessary knowledge, insights, and planning they needed to achieve their financial goals.
Laurel was drawn to AdvicePeriod for their innovative, tech-driven philosophy and financial planning focus. The fee-only atmosphere aligns perfectly with her fiduciary philosophy. For Laurel, the tilt towards lower fees and tax efficiency is what goes the furthest in supporting clients’ pursuit of their financial goals.
Laurel holds a degree in Economics from the University of California, Santa Barbara, and maintains her CPA license in “inactive” status. She is a CERTIFIED FINANCIAL PLANNERTM, a Chartered Mutual Fund Counselor (CMFC). A native of Orange County, Laurel can be found outside the office enjoying golf, travel, wine tasting, and spending quality time with her family and friends.