Laura Morganelli (CFP®)

Laura Morganelli focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Corporate Executives
  • High Net Worth Client Needs
  • Medical Professionals
  • Millennials
  • Women's Financial Planning Issues

Planning Specialties

Providing advice in regards to:

  • Budgeting
  • Savings
  • Investment Management
  • Retirement Planning
  • Debt Management
  • Insurance Analysis (Life, Disability, etc.)
  • Young Family Planning
  • Estate Planning
  • Stock Options
  • Inheritances

Fees:

  • Financial Planning - $3,600 to $9,600 per year depending on the complexity of your financial life
  • Investment Management - 1% of any assets managed

 

 

Additional Information

I want to bring a sense of peace in people’s financial lives. I use short and long term goals to create unique plans that take action, all while ensuring future goals are met. These goals include budgeting, creating savings structures to build wealth, making sure there’s proper insurance coverage, and setting retirement goals. I love helping clients with all aspects of financial planning and investment management. These topics can sometimes feel complex and scary, which is where I come in! I’m passionate about providing guidance and education in simple, human, and enjoyable ways.

I grew up in Bethlehem, PA, and loved the area so much that I stuck around for college. I graduated from DeSales University in 2013 with a Bachelor of Science in Accounting. After graduation, I joined a financial planning firm in Bethlehem for two years. When I decided it was time to move on, I looked for a firm that would expose me to first rate advisors with diverse backgrounds, while also supporting my desire to work with people I truly connect with. I found Abacus Wealth Partners in 2015 and knew it was the perfect fit. At Abacus, my clients work one-on-one with me, but we also take a team approach, continually learning from and bouncing ideas off each other. 

On a personal note, I live in Philadelphia, which I adore. Most days after work I can be found at the dog park with my pup Bella or working out at the gym. I’m an avid reader and appreciate a good mystery novel. Family is also important to me, considering their influence is a big part of who I am today. When I was little my dad used to say, “If you love what you do, you’ll never work a day in your life.” Those words have stuck with me through every choice I’ve made over the years. My eagerness to build knowledge, coupled with my love of meeting new people, has made financial planning the perfect fit.

NAPFA Start Date

September 14, 2018

This Office

1760 Market St Ste 403 Philadelphia, PA 19103-4111 Phone: (215) 656-4280 Fax: (215) 656-4281