Josh St Laurent (CFP®)

Josh St Laurent focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Entrepreneurs
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X

Planning Specialties

Our Vision: “To radically shift how financial planning is done today by bringing the focus to internal as well as external opportunities and charging in a way that makes more sense for clients instead of big business”

We’ve worked with everyone from elementary students learning budgeting with blocks to Silicon Valley C-suite executives. If you are one of the millions of people who never got a financial literacy class as part of your education or someone that wants money to work for them instead of the other way around then join us. Take an active role in your financial life planning and gain the confidence you need to change your future, it’s easier than you think with Wealth In Yourself. We love to partner with other digital nomads and people that are trying to make the most of increased flexibility at work to live the life they know they deserve. Whether you are saving for retirement or wanting to determine how close you may be to financial freedom, we can help.

Additional Information

Wealth In Yourself was born when Josh realized after 9 years in corporate financial services that his generation was drastically underserved, and clients’ best interests weren’t always being put first. High fees, generic advice, and commissions for “advisors” drove Josh away from the industry he had fallen in love with nearly a decade before. He felt compelled to create something that would help people from all walks of life achieve financial success that could trickle down to all other aspects of their lives.

Through the CFP® curriculum and graduate work in Advanced Financial Life Planning, one thing became clear – some of the biggest opportunities we all share were not overly complicated, but instead were simple proven principles that could be put in place and automated at no cost. This “aha” moment was the spark that started Wealth in Yourself. While we do focus on your finances, your values are at the core of the planning process. Would you knowingly invest in a company that goes against your values? Probably not, but most of us do without even realizing it. We believe that by being intentional through every step of your finances, you will become more successful and happier and leave the world a better place than you found it.

Josh has worked with clients all over the country and there have been two things that we consistently hear from clients, “We like that we can trust you, and you make things easy to understand.” There is no better compliment that we could receive, and we strive daily to incorporate these values into each interaction.

NAPFA Start Date

October 03, 2022


This Office

3079 Harrison Ave STE 5 South Lake Tahoe, CA 96150 Phone: +1 (916) 426-2343