Laura Warta, CFP®, ChFC®

FINANCIAL ADVISOR, RJFS

LICENSED INSURANCE AGENT, KEATING

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About

Laura Warta, CFP®, ChFC®

FINANCIAL ADVISOR, RJFS

LICENSED INSURANCE AGENT, KEATING

What I appreciate

The relationships I have with my clients allow me to witness the intangible impression financial planning has on their lives and families.

About Laura

Since joining Keating, Laura has discovered how much she enjoys working with small business owners. A new client relationship often begins when an owner decides they want to take their company to the next level. Together, they balance the uncertainty and complexity of growing the organization with the right people and at the right pace. The process involves discovery, new goals, and creative decisions. The results are Laura’s reward. Nothing is more satisfying to her than to see the confidence and success clients achieve as their future becomes clear and they live the life they envision.

Laura’s approach is simple, and it mirrors the pace that is unique to each individual client’s vision. She has learned the value of passion, creativity, and innovation which creates an entrepreneurial spirit. Laura believes that you do not have to choose between expanding your company or maximizing your personal time. In fact, you can and should do both. By creating a structure within your organization to utilize employees by identifying their natural strengths, owners can focus on their unique abilities. Side by side, Laura helps clients gain clarity and motivation for an impactful and abundant future.

As a graduate of Manhattan Christian College, Laura has a passion for continually learning and advancing her education. She recently achieved her CERTIFIED FINANCIAL PLANNERTM certification. She also holds the Chartered Financial Consultant® designation. Laura is excited to utilize everything she has learned to better serve her clients.

Laura is a life-long athlete. She continues to practice yoga and challenges herself by running marathons, with an aspiration to run in the Boston Marathon one day. In her free time Laura enjoys traveling, gardening, time in the kitchen, and spending time with family and friends with a glass of red wine.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

DISCLOSURES

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keating & Associates is not a registered broker/dealer and is independent of Raymond James Financial Services.
 

My Team

Jazmine Winter

Senior Client Service Manager

Industry Disclosures

KEATING & ASSOCIATES:

Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services.

Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc.

Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please Click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

Raymond James’ Privacy Policy may be found here.

Raymond James’ legal disclosures may be found here

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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