Laura Boldt Email & Phone Number
Volunteer @ Save Our Schools Arizona
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Laura Boldt Location
- Phoenix, AZ, US
Laura Boldt Work
- 2024 -now Founder, Senior Wealth Advisor @
- 2025 -now Volunteer @
- 2025 -now Senior Wealth Advisor @ Integro Wealth Advisors, A division of Integro Bank
- 2015 -2024 Senior Wealth Advisor @
- 2014 -2015 Financial Planner @
- 2013 -2013 Marketing Specialist @
- 2006 -2013 Wealth Advisor @
- 1998 -2006 Consulting Group Analyst @ Smith Barney
Laura Boldt Education
- Arizona State University
Bachelor of Science (B.S.)
1995-1998 - University of Arizona 1994-1995
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
- Estate Planning
- Investments
- Series 7
- Retirement Planning
- Wealth
- Risk Management
- Fixed Annuities
- Financial Services
- Financial Planning
- Asset Allocation
- Customer Service
- Crpcsm and Cws Designations
- 65 Licensed
- Publisher and Power Point
- Crpcsm and Cws
- Arizona Life and Health License
- See 5+see Less
- Leadership
- Excel
- Finance
- Experience With Zephyr
- Cfp Certificant
- Marketing
- Extensive Use of Microsoft Word
- Marketing Strategy
- Strategic Financial
- Arizona Life and Health
Laura Boldt Summary
- Laura Boldt, based in Phoenix, AZ, US, is currently a Volunteer at Save Our Schools Arizona. Laura Boldt brings experience from previous roles at Anthea Wealth Management, Integro Wealth Advisors, A division of Integro Bank and Vanguard. Laura Boldt holds a 1995 - 1998 Bachelor of Science (B.S.) @ Arizona State University. With a robust skill set that includes 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 and more. Laura Boldt has 2 emails and 1 mobile phone numbers on RocketReach.
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