Laurie Girsky (MBA)
Laurie Girsky focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Women's Financial Planning Issues
Planning Specialties
We specialize in financial planning for women. We offer our services in a personal, confidential manner. We have no account minimums. We charge either on a flat-fee or hourly basis. We are passionate about women's financial literacy and want to educate our clients to be comfortable with their finances.Additional Information
Prior to founding G-Squared Advisory, Laurie worked for several years at both Merrill Lynch and PaineWebber in the retail division where she was responsible for client development. Previously Laurie worked for PaineWebber in the institutional equity sales division for over ten years. She has a B.A. from Cornell University in economics where she attained membership in Phi Beta Kappa. Laurie holds an MBA from Columbia University in finance. She has a certificate in financial planning from New York University. Laurie is also a candidate for CFP certification. She serves on several philanthropic boards.NAPFA Start Date
December 06, 2010
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.