Our financial advisors in Sausalito, CA have made a personal commitment to help clients solve their toughest financial challenges and realize their greatest ambitions. Our goal is the same as yours: To help guide you to a place of financial clarity and confidence, so that you can focus on the things that really matter. We are honored to serve California and deliver investment management, financial planning, retirement income planning, and tax planning services to local families and business owners.
Laura began her career in Wealth Management in 1994 at a growing San Francisco firm where she was a key contributor in the firm’s growth during her thirteen-year tenure. Following the birth of her first child, Laura found that her passion for this industry was truly sparked by helping women understand, grow and feel secure and empowered about their finances. To that end, in 2007, she joined a firm who shared her same desire to work with women and families who keep women part of the conversation.
Laura has shepherded her clients through up and down-market cycles, by working with her clients to understand what is important to each individual and setting a unique roadmap to weather storms and reach success. She has always been an avid fiduciary for her clients and joined WealthSource in May of 2022 in search of the most comprehensive solutions and a service model that puts clients first.
Laura is a graduate of the University of California at Davis and holds the Certified Financial Planner certification. She is a longtime member of the Sausalito Women’s Club and has sat on various boards and subcommittees to support the SWC’s philanthropic efforts to provide scholarships for deserving students residing in the Sausalito Marin City School District and to preserve the Julia Morgan clubhouse, a historical landmark. Laura resides in Sausalito, CA with her husband and two children where her free time is spent boating with her family and friends and cheering on her kids in all of their various endeavors.
Independent Wealth AdvisorCFP®
Supported by our national team of financial, investment, research, and technology professionals all dedicated to our clients’ success.
FInancial Planning AssociateCFA
David has a passion for helping to improve peoples’ financial lives and advising clients on their financial futures.
Prior to joining WealthSource, David was a Workplace Planning Consultant with Fidelity Investments. He worked with 401(k) participants and helped hundreds of clients define their key retirement goals and explore appropriate strategies to reach them. His focus was primarily on savings, income, and cash flow management in the years leading up to retirement.
Previously, David was a Financial Advisor with Bank of the West, with clients throughout Northern Colorado. He specialized primarily in income planning through strategies involving investing and annuity solutions to help generate steady retirement income.
David graduated from Colorado State University, earning a degree in Business Administration with a concentration in Finance. He is a Chartered Financial Analyst® (CFA®) Charterholder and member of CFA® Society Colorado. Outside of the office, David enjoys playing golf and following Denver sports. He lives in Parker, CO with his wife and their two dogs.
The WealthSource advisor team in Sausalito is dedicated to helping you rise to the challenges and opportunities you face, today and tomorrow.
We offer customized financial solutions that combine objective advice, deep research, and an execution system that can reduce your expenses and taxes.
Our team of planners will evaluate your financial situation and help guide you to a place of clarity, confidence, and action.
Turn the money you have saved into a lifestyle you want. Our team can help you navigate around inflation, taxes, market fluctuations, and other obstacles that stand in the way of the retirement you deserve.
Financial complexity calls for sophisticated solutions. We work closely with you to develop a framework around your entire wealth enterprise. Our comprehensive approach is designed to encompass investment management, estate and tax planning, philanthropy, liquidity, and risk management.
Our team can help you make sense of the tax laws, suggest strategies designed to lower or eliminate tax bills, and optimize financial and life decisions to help you potentially keep more of your money.
All investing involves the risk of loss and nothing herein should be construed as a guarantee of any specific outcome or profit. WealthSource Partners, LLC is not a law firm and does not provide legal advice. You should consult with your legal and tax advisors to determine how any estate planning or tax planning strategies will apply to your individual situation.
Chris Shea, Chief Investment Officer of WealthSource, takes a look at the August 2022 Markets. Check back each month to learn more! ...09.15.2022
Join Chief Investment Officer of WealthSource, Chris Shea, as he takes a look at the July 2022 Markets. Check back each month to learn more! ...08.17.2022