Laura Marzano

At a very young age, Laura saw the value of saving for future goals while understanding the importance of living for today. These values, coupled with acute attention to detail and analysis, have formed the foundation for working with clients to develop financial plans to manage investments and strategies aided to help pursue their most important goals and concerns. She  helps families, whether young or mature, retire when and how they want. She has been in the financial services industry for over 20 years.

Laura focuses on genuinely listening and empathizing with her clients when working towards significant life goals and visions. We understand we may have to face undesirable circumstances that are out of our control. While we cannot control certain life outcomes, we can put ourselves in a position to best manage these situations. As a financial coach, Laura takes the time necessary to educate and empower her clients in making important strategic financial decisions. Laura values consistent communication with her clients and is dedicated to assisting them towards the path of financial success in a place respect and understanding. Her main services include, but is not limited to comprehensive financial planning, insurance, investment management, retirement and estate planning.

Laura earned her undergraduate degree in mathematics and economics from Lafayette College, with honors and an MBA in finance from Saint Joseph’s University, graduating second in her class. She began her career in 2003 as an investment banking analyst with PNC Capital Markets before transitioning in 2009 to working directly with families and small businesses, where she found her true passion.

Born and raised in central New Jersey, Laura now resides in southern New Jersey with her husband, Domenic, and their three children. Outside of work, she is an active member in her community and she enjoys outdoor adventures, yoga, crocheting, and party planning.

Education and Designations:

B.A., Mathematics and Economics, Lafayette College - 2003
M.B.A., Finance Concentration, Saint Joseph's University - 2009
         Second highest ranked graduate
AIF® (Accredited Investment Fiduciary®), fi360  

Professional Licenses and Registrations held with LPL Financial:

Series 7 - General Securities Representative, allowing her to sell securities
Series 63 - Uniform Securities Agent, allowing her to transact business in the states she is registered.
Series 66 - Investment Advisor Representative, allowing to offer sound financial recommendations
Insurance - Life, long term care, disability and health insurance 

Memberships: 

Rotary Club of Washington Township 
Trustee for the Washington Township Education Foundation 

About Accredited Investment Fiduciary® 

Laura earned her Accredited Investment Fiduciary Designation (AIF®) from the Center for Fiduciary Studies, the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards.  On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Why choose an AIF® Designee? 

Laura Marzano is committed to using the knowledge and resources she has 
gained through her training to:

• Employ uniform, industry-recognized processes for developing a personalized investment strategy based solely on your specific investment needs
• Apply objective, comprehensive standards for evaluating and recommending investment options for your portfolio
• Monitor and report performance of your portfolio and its underlying investments on an ongoing basis, and recommending changes when necessary
• Conduct ongoing reviews of his or her business practices to ensure fiduciary* principles are being properly applied

For more information, reference https://www.fi360.com/

*with advisory accounts