Laura Pesek, CFP®, CLU, ChFC
Laura is passionate about helping individuals and families protect and
accumulate wealth. As a CERTIFIED FINANCIAL PLANNERTM (CFP) and
Fiduciary, she helps educate her clients about basic concepts of financial
planning. Her process includes discussing client’s goals, determining personalized
strategies, and implementing programs in the area of risk management and wealth
accumulation. She seeks to maximize gains while offering a measure of
preservation of assets on the downside. Laura attended Western Illinois University
and received a Bachelor’s Degree in Finance in 1993. From there, she has received the Certified Financial Planner Designation (CFP®), Chartered Financial Consultant (ChFC), Certified Fund Specialist (CFS), and Chartered Life Underwriter (CLU)
designations. She is a Registered Investment Advisor (RIA) and holds a Series 65 license, as well as a Life, Health, Long Term Care Insurance Producer’s License. Laura has been in business since 1998.