Laura Marzano

At a very young age, Laura saw the value of saving for future goals while understanding the importance of living for today. These values, coupled with acute attention to detail and analysis, have formed the foundation for working with clients to develop financial plans to manage investments and strategies aided to help pursue their most important goals and concerns. She specializes in helping families, whether young or mature, retire when and how they want. She has been in the financial services industry for over 15 years.

Laura focuses on genuinely listening and empathizing with her clients when working towards significant life goals and visions. We understand we may have to face undesirable circumstances that are out of our control. While we cannot control certain life outcomes, we can put ourselves in a position to best manage these situations. As a financial coach, Laura takes the time necessary to educate and empower her clients in making important strategic financial decisions. Laura values consistent communication with her clients and is dedicated to assisting them towards the path of financial success in a place of trust, respect, and understanding. Her main services include, but is not limited to comprehensive financial planning, insurance, investment management, retirement and estate planning.

Laura received her undergraduate degree in mathematics and economics from Lafayette College and her MBA degree with a finance concentration from Saint Joseph's University. She began her career in 2003 on the institutional side as an investment banking analyst with PNC Capital Markets. In 2009, it became evident to her that working with individuals and families would be the best use of her talents and financial planning skills.

Laura was born and raised in New Jersey. After meeting her husband, Domenic, in Philadelphia in an elevator of a parking garage, combined with being blessed with three energetic, loving, and healthy children (Domenic, Santino, and Annalina), some may say that is Luck. However, luck is what happens when preparation meets opportunity, like any focused Financial Planner would feel. Family is her driving force. She enjoys family time, running, hiking, playing the piano, crocheting, and relaxing on the beach. Little Domenic enjoys sports, art, and his little siblings. Santino is the family comedian. Annalina is the youngest and controls the boys without them realizing it.

Laura plays an active role in her Rotary Club of Washington Township, serving as Director of Public Relations. Additionally, she is a member of both The Estate and Financial Planning Council of Southern New Jersey as well as The Society of Financial Service Professionals of Southern New Jersey.

Education and Designations:

B.A., Mathematics and Economics, Lafayette College - 2003
M.B.A., Finance Concentration, Saint Joseph's University - 2009
         Second highest ranked graduate
AIF® (Accredited Investment Fiduciary®), fi360  

Professional Licenses and Registrations held with LPL Financial:

Series 7 - General Securities Representative, allowing her to sell securities
Series 63 - Uniform Securities Agent, allowing her to transact business in the states she is registered.
Series 66 - Investment Advisor Representative, allowing to offer sound financial recommendations
Life, long term care, disability and health insurance 

Memberships: 

Washington Township Rotary Club, Director of Public Relations
The Estate and Financial Planning Council of Southern New Jersey
The Society of Financial Service Professionals of Southern New Jersey

About Accredited Investment Fiduciary® 

Laura earned her Accredited Investment Fiduciary Designation (AIF®) from the Center for Fiduciary Studies, the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program, which includes a comprehensive, closed-book final examination under the supervision of a proctor, and agreement to abide by the Code of Ethics and Conduct Standards.  On an ongoing basis, completion of continuing education and adherence to the Code of Ethics and Conduct Standards are required to maintain the AIF designation.

Why choose an AIF® Designee? 

Laura Marzano is committed to using the knowledge and resources she has 
gained through her training to:

• Employ uniform, industry-recognized processes for developing a personalized investment strategy based solely on your specific investment needs
• Apply objective, comprehensive standards for evaluating and recommending investment options for your portfolio
• Monitor and report performance of your portfolio and its underlying investments on an ongoing basis, and recommending changes when necessary
• Conduct ongoing reviews of his or her business practices to ensure fiduciary principles are being properly applied

For more information, reference https://www.fi360.com/

About Estate and Financial Planning Council 

This is a professional association of estate and financial planning practitioners in the southern NJ region. The objectives of the Council are to:

• Provide a better understanding of the services its members can render to the general public;
• Promote cooperation between each of the membership groups of this organization and to foster a better understanding of the proper relationship which each group bears to the other, to its clients and to the general public;
• Promote awareness and usage of financial planning through appropriate means, including education; and
• Promote the interests of its members through the sharing of knowledge and expertise. 

About Society of Financial Service Professionals 

For more than 80 years, the Society of Financial Service Professional has been helping individuals, families, and businesses pursue financial security.

With their strong commitment to delivering only those financial products and planning services that are in their clients' best interests, the Society's approximately 10,000 members nationwide are qualified to assist the public in pursuing their future financial goals - today, tomorrow, and into the next millennium.

Society members have earned recognized professional credentials in the financial services industry. Members can provide consumers expert assistance with: 

• Estate;
• Retirement and financial planning;
• Employee benefits; 
• Business and compensation planning; and
• Life, health, disability, and long-term care insurance.