About My Practice
- Clients who are most satisfied in working with Shira Ridge Wealth Management value trust, experience, consistency, and commitment, and are looking for a long-term relationship with advisors who care about their client's financial future.
- We are passionate about providing Financial Planning. Enjoyable financial success is more likely when a thoughtful plan and purposeful strategies are put into place. Planning for your future should at least be as well thought out as planning for your next vacation...and can sometimes be as much fun.
- Each of our clients is unique in their wants, needs, wishes and resources...what they have in common is wanting to live their lives by their own choices...and having the financial resources to be able to make those choices.
- At Shira Ridge we have more than 50 combined years of experience in the financial services profession, and Ms. Nardone and Ms. Armer hold the CFP® (Certified Financial Planner) certification as well.
- Planning, educating, implementing, reviewing, monitoring, meeting regularly, enjoying life...these are the basic philosophies by which we run our business and have been most effective in helping our clients enjoy theirs.
We would be pleased to meet with you for an initial meeting if you are seeking to add clarity, confidence and control to your financial life.
Actively involved in the Financial Planning Association. Past Chairman and President of the San Francisco FPA Chapter. Past Chairman and current Board member of the NorCal Conference. Licensed with Series 7,22,24,39,63 FINRA licenses. CFP® Certificant.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 22, 24, 39, 63
Life insurance: CA, OR, Health/disability insurance: CA, OR, Fixed annuities: CA, OR, Variable annuities: CA, OR
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Laurie Nardone, CFP® is a registered representative with, and securities and advisory services offered through, LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Financial planning is offered through Shira Ridge Wealth Management, a Registered Investment Advisor and a separate entity. CA insurance license #0I06339.
Considerations: Investments are fee-based. Insurance products are commission-based.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.