portrait of Laura C Beard

About Laura

I became a financial advisor with Edward Jones because it allowed me to combine two of my passions, helping others and finance. I consider it a privilege and great responsibility to help you reach the financial goals you've always wanted. I believe it is vital in the financial industry to always deepen your knowledge to better yourself for your clients. This is why I pursed the CFP® certification and am now a CERTIFIED FINANCIAL PLANNER® professional.

When it comes to working with clients, I truly believe I can't provide financial advice and guidance without understanding what's most important to you...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • College Savings

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Oregon State UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Pets
  • Animal Rescue
  • Traveling
  • Sports Enthusiast

Team Members

  • Sarah Beard
    Sr. Branch Office Administrator
  • Meghan Roy
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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https://www.edwardjones.com/us-en/privacy 

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