Laurean
Nardone
Shira Ridge Wealth Management
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About this Advisor
Laurean Nardone is a certified financial planner operating in Larkspur, California who has 23 years of relevant experience. Nardone works at Shira Ridge Wealth Management. Their career trajectory has included roles at Shira Ridge Wealth Management and Lpl Financial LLC. Nardone maintains a Series 63 license, which qualifies them as a securities representative, and is approved to serve investors in California and Texas. Shira Ridge Wealth Management is a financial advisory business that has its headquarters in Larkspur, CA. The firm has just four financial advisors. It handles $219 million in assets between its 719 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 719 accounts, 48% are held by high-net-worth clients who have greater than $1 million in investable assets. The business performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services the firm provides the client. Fees charged by Shira Ridge Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Shira Ridge Wealth Management Brokerage Details
$219,293,617
4
719
$304,998
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Laurean Nardone Work History
Laurean has been registered as a financial advisor for 23 years.*
Shira Ridge Wealth Management
Lpl Financial LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Laurean Nardone to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Shira Ridge Wealth Management
Larkspur, CA
Larkspur, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
