Laurie Hadley

Financial Advisor

CFP®, CFS®

Laurie Hadley, CFP®, CFS®, serves as a financial advisor at Allworth’s Roseville, CA office. Originally from Longview, WA, Laurie holds a Bachelor of Science in Political Science from Western Washington University, Bellingham. As a CERTIFIED FINANCIAL PLANNER™ with over 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.

 Laurie finds her role rewarding because it allows her to profoundly influence her clients’ lives, helping them achieve their aspirations. She emphasizes clarity and understanding in tailoring solutions to each client’s unique circumstances. Outside of work, Laurie resides in Roseville, CA, where she cherishes family time, explores global destinations, and actively contributes to her community.

The reason I enjoy being a financial advisor is that I am able to make a significant impact on the lives of my clients and assist them in achieving their goals and dreams. I strive to bring clarity and understanding to each unique client situation.

Latest Insights


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

Read more
How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

Read more
Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

Read more