Laura Boldt

Phoenix, AZ, US

Laura Boldt Work

Founder, Senior Wealth Advisor @ Anthea Wealth Management

Present

Senior Wealth Advisor @ Vanguard

Present

Financial Planner @ Vanguard

Present

Laura Boldt Education

1995 - 1998 Bachelor of Science (B.S.) @ Arizona State University

1994 - 1995 University of Arizona

Laura Boldt Skills

CFP® Certificant

Series 7, 63, and 65 licensed

Arizona Life & Health License

CRPCSM and CWS® designations

Extensive use of Microsoft Word, Excel, Publisher and Power Point

Experience with Zephyr Style Analyzer and Vestek Portfolio Analyzer

Strategic Financial Planning

Wealth Management

Retirement

Financial Advisory

+27 more

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Where is Laura Boldt located?

Laura Boldt is based in or around Phoenix, AZ, US.

Laura Boldt Email Addresses:

Work: l*********@antheawealthmanagement.com

Laura Boldt Phone Numbers:

+1 123-456-7890

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