Laurie Hadley
Financial Advisor
CFP®, CFS®
Laurie Hadley, CFP®, CFS®, serves as a financial advisor at Allworth’s Roseville, California, office. Originally from Longview, WA, Laurie holds a Bachelor of Science in Political Science from Western Washington University, Bellingham. As a CERTIFIED FINANCIAL PLANNER® professional with more two decades of advisory experience and three decades in the financial sector, Laurie is committed to developing and sustaining personalized financial strategies for her clients. These comprehensive plans cover investments, tax planning, risk management, retirement, and estate planning. Outside of work, Laurie lives in Roseville where she cherishes family time and actively contributes to her community. She also enjoys exploring global destinations whenever the opportunity arises.
My goal with every client is to build a long-lasting partnership grounded in trust and mutual respect. I start by fostering an open and honest dialogue to get a deep understanding of their needs and what drives their decision-making process. By understanding their emotions around money and their future, I can then help them prioritize what matters most. During this entire process, I’m clear, direct, and transparent—making sure my clients know exactly how we’ll work together to set and achieve their goals.
This detail-oriented and thorough approach to planning allows me to craft tailored solutions while being comprehensive yet straightforward. I take pride in being able to carefully guide my clients through every step of their financial journey, always committed to providing clarity and confidence along the way.
What I enjoy most about being a financial advisor are the meaningful relationships I've built with my clients over the years. I treat each client like family, and this close connection makes me look forward to every meeting. I truly love coming to work every day. There’s nothing more gratifying than sharing in their achievements, seeing them live their best lives, and knowing I’ve been a constant, trustworthy partner along the way.
CFP®: CERTIFIED FINANCIAL PLANNER®
CFS®: Certified Fund Specialist®
I take a comprehensive, yet straightforward approach to assisting my clients plan for their future and achieve their goals. Seeing them gain financial independence and prosperity for their lifetime is incredibly rewarding.
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