Laurie Licata (CFP®)
Laurie Licata focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
What’s your personal motto/mission?
Happiness is not about getting all you want, it is about enjoying all you have
Education
- 1984 -B.A. University of Pittsburgh – Dual Major in Business/Communications Certifications
- 2017 -Certified Financial Planner
About me:
- My husband, Philip and I have 3 grown daughters and 4 grandchildren (so far)
- I love to travel – I recently checked two things off my bucket list – riding in a gondola in Venice, Italy and visiting the Grand Canyon
- I love to read
- I’m originally from Pittsburgh – “The City of Champions” and a long time Steelers fan!
NAPFA Start Date
July 05, 2022