Laura Morganelli (CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • LGBT Couples and Families

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

Fees:

  • Financial Planning - $200-$600 per month depending on the complexity of your financial life  
  • Investment Management - 1% of any assets managed

 

 

Additional Information

I envision that my clients and I work similarly to the way a business operates. I consider myself to be the CFO, which means that I will run the numbers, present the data, and provide suggestions. However, they are the CEO, and the final decision is theirs.

My primary goal is to ensure that anyone I work with feels a sense of peace of mind when it comes to their financial life. I discuss goals to create individualized plans. This includes covering topics such as budgeting (e.g. where is money currently going & are there any changes that need to be made), creating savings structures to build wealth, making sure there is proper insurance coverage, and reviewing retirement goals to determine what action needs to be taken now to ensure those targets are met. I love helping clients with the various aspects of financial planning and investment management. These topics can feel complex, and at times, scary, which is where I come in! I am passionate about providing guidance, suggestions, and education in a simple, and hopefully fun, way.

I graduated from DeSales University in 2013 with a Bachelor of Science degree in Accounting. I worked at a firm in my hometown for 2 years where I passed the Series 66, Series 7, and gained invaluable experience. When it was time to move on, I looked for a firm that matched my values. I found Abacus Wealth Partners in 2015 and knew it was the perfect fit. Since joining, I have passed the Certified Financial Planner (CFP®) exam, narrowed down my areas of expertise, and tapped into the wealth of knowledge at my disposal through my colleagues.

I’d be remiss not to mention family. When I was little, my dad used to tell me, "If you love what you do; you'll never work a day in your life." Those words have stuck with me and impacted every choice I have made. My eagerness to increase my knowledge, coupled with my love of meeting new people, 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