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Laura Warta, CFP®, CHFC®

Financial Advisor, RJFS
Licensed Insurance Agent, K&A

Laura Warta, CFP®, CHFC®

About Laura

Since joining Keating, Laura has discovered how much she enjoys working with small business owners. A new client relationship often begins when an owner decides they want to take their company to the next level. Together, they balance the uncertainty and complexity of growing the organization with the right people and at the right pace. The process involves discovery, new goals and creative decisions. The results are Laura’s reward. Nothing is more satisfying to her than to see the confidence and success clients achieve as their future becomes clear and they live the life they envision.

Laura’s approach is simple, and it mirrors the pace that is unique to each individual client’s vision. She has learned the value of the passion, creativity, and innovation which creates the entrepreneurial spirit. Laura believes that you do not have to choose between expanding your company or maximizing your personal time. In fact, you can and should do both. By creating a structure within your organization to utilize employees by identifying their natural strengths, owners can focus on their unique ability. Side by side, Laura helps clients gain clarity and motivation for an impactful and abundant future.

As a graduate of Manhattan Christian College, Laura has a passion for continually learning and advancing her education. She recently achieved her CERTIFIED FINANCIAL PLANNERTM certification. She also holds the Chartered Financial Consultant® designation. Laura is excited to utilize everything she has learned to better serve her clients.

Laura is a life-long athlete. She continues to practice yoga and challenges herself by running marathons, with an aspiration to run in the Boston Marathon one day. In her free time Laura enjoys traveling, gardening, time in the kitchen, and spending time with family and friends with a glass of red wine.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

My Team

Jazmine Winter
Jazmine Winter

Client Service Manager

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