}', 4='{type=string, value=CFP®, CRPC®, CDFA®, CBC®, CEPA®}', 36='{type=string, value=
FEATURED:
Purchasing a Vacation Home: Balancing Dreams with Retirement Goals
Planning to buy a vacation home to enjoy during retirement? Learn the critical considerations you must think through before you even start exploring properties.
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- She has four dogs: Sia, Brady, Copper, and Zeus.
- Outside of the office, Laurie enjoys playing both tennis and golf. She says she is good at tennis, and she is doing her best to improve her golf game.
- Aside from tennis and golf, Laurie is also addicted to working out.
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Certified Divorce Financial Analyst (CDFA®)
- Cash Balance Consultant (CBC)
- Certified Exit Planning Advisor (CEPA)
}', 4='{type=string, value=CFP®, CRPC®, CDFA®, CBC®, CEPA®}', 36='{type=string, value=
FEATURED:
Purchasing a Vacation Home: Balancing Dreams with Retirement Goals
Planning to buy a vacation home to enjoy during retirement? Learn the critical considerations you must think through before you even start exploring properties.
}', 38='{type=string, value=181952990903}', 7='{type=string, value=844-996-3300}', 8='{type=string, value=Laurie Ingwersen, CFP®, is a partner-advisor in Allworth Financial’s Waltham, Massachusetts, office. The former managing partner and senior wealth advisor at The Harvest Group, which joined Allworth in 2023, Laurie’s approach to advising emphasizes helping individuals and families preserve wealth, set clearly defined goals, and achieve short- and long-term financial objectives. Having earned numerous industry credentials, Laurie, the daughter of The Harvest Group founder, Roger Ingwersen, brings over 23-years of financial sector experience to her work with clients. “I’m a highly analytical thinker, but I also understand that we can all get emotional about money,” she said. “It is my job to utilize the positive effects of emotion for goal setting and planning, but to help remove the reactive influences of emotion on financial decision making so that my clients can achieve independence and prosperity.”}', 9='{type=image, value=Image{width=400,height=400,url='https://allworthfinancial.com/hubfs/Advisors/Laurie-400x400%20(1).jpg',altText='',fileId=null}}', 13='{type=list, value=[{id=122988265103, name='Waltham'}]}', 14='{type=list, value=[{id=122988265103, name='MA'}]}', 15='{type=list, value=[{id=122988265103, name='waltham'}]}', 18='{type=string, value=Laurie Ingwersen is a Partner Advisor in Allworth Financial's Waltham, MA office. View Laurie's profile to review credentials and learn more about them.}', 19='{type=string, value=I enjoy working with my clients to help make their financial goals a reality and their lives less stressful. I want to be viewed as their partner when making any financial decision.}', 20='{type=image, value=Image{width=392,height=392,url='https://allworthfinancial.com/hubfs/Advisors/Personal%20Photos/Laurie%20Ingwerson%20Personal%20(1).jpg',altText='',fileId=null}}', 21='{type=string, value=- Laurie loves traveling around the world with her family.
- She has four dogs: Sia, Brady, Copper, and Zeus.
- Outside of the office, Laurie enjoys playing both tennis and golf. She says she is good at tennis, and she is doing her best to improve her golf game.
- Aside from tennis and golf, Laurie is also addicted to working out.
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Certified Divorce Financial Analyst (CDFA®)
- Cash Balance Consultant (CBC)
- Certified Exit Planning Advisor (CEPA)
Laurie Ingwersen
Partner Advisor
Designations: CFP®, CRPC®, CDFA®, CBC®, CEPA®
Laurie Ingwersen, CFP®, is a partner-advisor in Allworth Financial’s Waltham, Massachusetts, office. The former managing partner and senior wealth advisor at The Harvest Group, which joined Allworth in 2023, Laurie’s approach to advising emphasizes helping individuals and families preserve wealth, set clearly defined goals, and achieve short- and long-term financial objectives. Having earned numerous industry credentials, Laurie, the daughter of The Harvest Group founder, Roger Ingwersen, brings over 23-years of financial sector experience to her work with clients. “I’m a highly analytical thinker, but I also understand that we can all get emotional about money,” she said. “It is my job to utilize the positive effects of emotion for goal setting and planning, but to help remove the reactive influences of emotion on financial decision making so that my clients can achieve independence and prosperity.”
Education and Certifications
- CERTIFIED FINANCIAL PLANNERTM (CFP®)
- Chartered Retirement Planning Counselor (CRPC®)
- Certified Divorce Financial Analyst (CDFA®)
- Cash Balance Consultant (CBC)
- Certified Exit Planning Advisor (CEPA)
Who I Best Work With
What Guides My Approach
Laurie Ingwersen, CFP®, is a partner-advisor in Allworth Financial’s Waltham, Massachusetts, office. The former managing partner and senior wealth advisor at The Harvest Group, which joined Allworth in 2023, Laurie’s approach to advising emphasizes helping individuals and families preserve wealth, set clearly defined goals, and achieve short- and long-term financial objectives. Having earned numerous industry credentials, Laurie, the daughter of The Harvest Group founder, Roger Ingwersen, brings over 23-years of financial sector experience to her work with clients. “I’m a highly analytical thinker, but I also understand that we can all get emotional about money,” she said. “It is my job to utilize the positive effects of emotion for goal setting and planning, but to help remove the reactive influences of emotion on financial decision making so that my clients can achieve independence and prosperity.”
“I enjoy working with my clients to help make their financial goals a reality and their lives less stressful. I want to be viewed as their partner when making any financial decision.”
- Laurie Ingwersen, Allworth Partner Advisor
FEATURED:
Purchasing a Vacation Home: Balancing Dreams with Retirement Goals
Planning to buy a vacation home to enjoy during retirement? Learn the critical considerations you must think through before you even start exploring properties.
More About Laurie:
- Laurie loves traveling around the world with her family.
- She has four dogs: Sia, Brady, Copper, and Zeus.
- Outside of the office, Laurie enjoys playing both tennis and golf. She says she is good at tennis, and she is doing her best to improve her golf game.
- Aside from tennis and golf, Laurie is also addicted to working out.
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
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