Laurie Belew (CFP®, MBA, MS)

Laurie Belew focuses in the
following client markets or areas of practice:
- Business Owners
- College/Education Planning
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Business Owners
- College/Education Planning
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Additional Information
Laurie A. Belew, MBA, MS, CFP® has spoken at a number of industry events, including Schwab IMPACT, IN Adviser Solutions workshops, and and IN Virtual Career Fair. She co-authored the whitepaper, Implementing Internships, and was published in Financial Planning Magazine. Laurie has been quoted by eFinancialcareers.com and Reuters.
Laurie earned her Master of Science degree in Personal Financial Planning, as well as a Master of Business Administration degree from Texas Tech University. She graduated summa cum laude with a Bachelor of Business Administration in Finance and a Bachelor of Arts in Public Policy from Southern Methodist University in Dallas, Texas.
Before entering the financial planning profession, Laurie worked as a management consultant with Arthur Andersen.
NAPFA Start Date
January 15, 2007