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

Planning Specialties

What’s your personal motto/mission?

Happiness is not about getting all you want, it is about enjoying all you have


  • 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


This Office

475 Metro Place South Suite 460 Dublin, OH 43017 Phone: (614) 481-8449 Fax: (614) 481-0966