Laurie Schaeffer, CRPC®

Wealth Advisor

Bio

“I believe that goals are individual and financial advice should be, too. I always strive to leave my clients better off and more financially empowered than before I met them." - Laurie Schaeffer

Laurie takes a comprehensive approach to financial planning with both pre- and post-retirement clients. She draws from an accounting degree and 20+ years of experience to develop strategies to invest, manage, and transfer wealth. Laurie’s dedication to building meaningful relationships with her clients provides them with the confidence that she takes a holistic approach to financial planning and that she is a committed part of the team working to make her clients’ desired financial futures a reality. It is her great joy to impact her clients’ lives so deeply.

Laurie and her husband Seth recently relocated to the Atlanta, Georgia area to be closer to family. They love to travel and attend the theatre. Outside of the office, Laurie enjoys baking and loves to exercise and read. She volunteers at the YWCA of Greenwich offering victims of domestic violence pro bono financial guidance.

laurie.schaeffer@lpl.com

914.940.4825

6890 Peachtree Dunwoody Rd 404, Sandy Springs, GA 30328

schedule an appointment

Niche Markets

Philanthropy

Education

INDIVIDUALS
RETIREES

ywca

hofstra university

Services Include

but are not limited to

retirement income
planning

INVESTMENT 
MANAGEMENT

asset
allocation

LONG-TERM
FINANCIAL PLANNING

401(K) ROLLOVER
SERVICES

Licenses & Registrations

Series 7
Series 65
Series 66
CRPC®

Securities Registration States:
Insurance Registration States:

Series 7: 
General Securities Representative
Held with LPL Financial

Series 65:
Uniform Investment Adviser
Held with Independent Advisor Alliance

Series 66:
Uniform Securities State Agent
Held with LPL Financial & IAA

CRPC®:
Chartered Retirement Planning Counselor
Conferred by the College for Financial Planning

Securities Registration States:
CA, FL, GA, NC, NJ, NY

Insurance Registration States:
FL, GA, NC, NY

General Securities Representative
Uniform Investment Adviser
Uniform Securities State Agent
Chartered Retirement Planning Counselor

CA, FL, GA, NC, NJ, NY
FL, GA, NC, NY

Held with LPL Financial 
Held with Independent Advisor Alliance
Held with LPL Financial & IAA
CRPC conferred by the College for
Financial Planning

check my background with finra