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Home > Financial Planner Directory > California > Lafayette > Laura R. Malinowski, CFP®

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Laura R. Malinowski, CFP®

Ballou & Plum Wealth Advisors, LLC

250 Lafayette Circle
Suite 203
Lafayette, CA 94549
Phone: (925) 283-2201

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Buying a Home
Charitable & Planned Giving
Annuities
Asset Allocation
Career Change
Disaster Recovery
Estate Planning
Investment Management
Limited Partnerships
Getting Divorced
Mutual Funds
Getting Married
Identity Theft
Job Loss
Real Estate
Insurance
Retirement
Stocks & Bonds
Life Planning
Long-term Care
Tangible Assets
Starting a Family
Succession Planning
Medical & Health Issues
Sudden Wealth
Men's Finances
Special Needs
Personal Taxes
Women's Finances

How Planner Charges

Combination Fee/Commission

Considerations: The investment for our services is extremetly competitive. We have several different fee structure options & will tailor to your specific needs.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.