Laura Ortega, CFP®

Laura serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Laura has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, Laura was a relationship manager at a boutique wealth management firm specializing in corporate/nonprofit retirement plans. She has also worked as a financial consultant at one the largest brokerage firms in the country.

Laura earned a Bachelor of Science degree in business administration from the University of Nebraska at Kearney. She is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

In her free time, Laura enjoys traveling, working out and spending time with her family, friends and fur babies.