THE HEART: LAURA
Laura is the leading ally for our clients’ experiencing all of life’s transitions. Whether it’s the excitement of marriage or mourning the loss of a loved one, Laura is the go-to gal as a Certified Financial Transitionist® and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional.
Laura Redfern, CFP®, joined the team in 2013, after working over 11 years in the financial services industry. Having a background in the areas of investment management and retirement planning, Laura was attracted to comprehensive financial planning. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2011, completing additional training in the areas of financial planning, tax planning, insurance, employee benefits, and estate planning. But the technical stuff is only part of the financial experience, so in 2019, Laura went on to earn the designation Certified Financial Transitionist ®, which focuses on the personal, human side of money. Laura has a passion for speaking in “real world” terms to inspire clients to become confident in their financial decisions.
She brings a balanced, holistic approach to her work.
Laura’s Top Strength (CliftonStrengths®): Developer – “People exceptionally talented in the Developer theme recognize and cultivate the potential in others. They spot the signs of each small improvement and derive satisfaction from evidence of progress.”
Have tea with me.
Here at Shadowridge, we want you to feel relaxed and at home. We pride ourselves on our unique take on financial advising.
We’d love to get to know you.