Laura Knolle
MS, CFP®
EP Wealth Advisors
Vice President
Laura Knolle
MS, CFP®
EP Wealth Advisors
Vice President
Helping you achieve your financial goals is our priority. As an independent financial advisor, EP Wealth Advisors brings an in-depth planning-based approach to address your unique financial goals and needs. - Laura Knolle, MS, CFP®
Local Financial Planning Advice, National Reach | Fee-Only, Fiduciary | $500,000 Investment Minimum
Laura Knolle is a Walnut Creek, CA fee-only financial planner. EP Wealth Advisors provides comprehensive financial planning, tax planning, and investment management to help individuals, couples, families and small businesses organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Laura Knolle is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Laura R. Knolle, MS, CFP® is a Vice President with EP Wealth Advisors. In her role with the firm, she specializes in working with clients to bring together all the pieces of their financial lives. Her expertise includes every aspect of financial planning from retirement planning to estate planning and cash flow management to tax planning. Laura is passionate about client education. She believes deeply that knowledge is true power and thus spends a great deal of time educating clients about their situation and their choices. Bringing all professionals to the table, Laura is collaborative in her approach to ensuring that clients have a team working in concert for their best interests. Laura has been in the financial services industry since 2002. She graduated with honors from Michigan State University with a B.A. in Finance, and from Golden Gate University with an M.S. in Financial Planning and Taxation, with a concentration in Estate Planning. She is an active member of the Financial Planning Association and also part of a study group that focuses on estate planning. As an experienced planner, Laura has provided expert commentary on a number of financial-related topics for publications such as The Fiscal Times, MarketWatch, MORE magazine and Forbes. Laura is a mother and spends most of her time outside of work with her two boys, Jonathan and Jordan. She has a passion for fitness, nutrition and traveling. She also enjoys hiking with her husband John and their two dogs, boot camp, and biking. Her love of travel extends well beyond that of a two week vacation, as Laura has had the opportunity to live and work abroad in London, England and Sydney, Australia.
Laura Knolle is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Divorce Financial Planning
- Investment Management
- Charitable Giving
- Business Planning
Ideal Clients
- High Net Worth Families and Individuals
- Retirees and Near Retirees
- Business Owners and Executives
- Widows or Divorced Women
- Professional Athletes and Entertainers
- Sudden Money Situations
Working Together
- 80+ CFP® and CFA Professionals
- 31 Offices Nationwide
- Virtual Meetings
- Clearly Defined Fees
Professional Designations & Affiliations
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Laura Knolle is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Laura Knolle is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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EP Wealth - Awards and Recognition
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Laura Knolle is Quoted on TheStreet.com: "6 Money Tips for New Parents"
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Laura Knolle is Quoted in MarketWatch: "What you need to know about long-term care insurance"
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Laura Knolle is Quoted in Forbes: "7 Summer Health Care To-Dos That Can Save You Money"
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Laura Knolle is Quoted on CBS News - Moneywatch: "6 money tips for new parents"
Contact Laura Knolle
Office Locations:
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1333 N California Blvd.
Suite 100
Walnut Creek, CA 94596
