About Laura M. Morganelli, CFP®
Hello! My name is Laura Morganelli and I am a Financial Advisor based out of Philadelphia, PA. My passion for learning, coupled with my love of meeting new people, made financial planning the perfect fit.
I am very dedicated to helping others, especially young professionals, achieve their own version of success. In school we were taught subjects such as algebra and biology, but many of us never learned basic skills around finances. That’s where I come in! I focus on defining goals, creating structure, and explaining what may seem like scary, complex topics in a simple and, hopefully, fun manner.
I have had the opportunity to work in this exciting industry for the last five years. I have had the pleasure of working with fantastic clients and learning from incredible advisors. During these last five years I decided to pursue the CFP® Certification, I did so because I wanted to be able to provide my clients with the best advice possible. I have completed the educational, exam, experience, and ethics requirements to become a CERTIFIED FINANCIAL PLANNER™.
Financial planning is not a one size fits all solution. I work very closely with clients to ensure that together we determine the best strategy for their individual situation. My goal is to provide peace of mind around finances, so that the people I work with are free to enjoy the many other aspects of life!
If you would like to talk to me about financial planning and how I may be able to help, please feel free to set up a FREE consultation.
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