Laura Martin Miri, CFP®, CIMA®

Managing Director- PIM Portfolio Manager

 

Laura earned two Bachelor's degrees from the University of California at Berkeley and a Master's degree from Columbia University.  She is a Certified Financial Planner™ professional with a Certified Investment Management Analyst (CIMA®) designation from the Wharton School of Business.

Before joining Martin Wealth Management, Inc. as a Financial Advisor in 2006, Laura worked as an associate at UBS Financial Services, Inc.  Her securities registrations include the Series 3, Series 7, Series 66, Series 9/10 and Series 24.  She also holds CA Annuities and Insurance License #OE90699.

As a native of the San Francisco Bay Area, Laura strives to give back to the community in various ways.  More recently, she has taught courses in investing at the college level.

 

 

***Martin Wealth Management, Inc. does not provide legal advice. However, we will be glad to work with you and your lawyer to help you meet your financial goals.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Martin Wealth Management, Inc. is a separate entity from WFAFN.

 

RESOURCES

Laura Martin Miri, CFP®, CIMA®

Managing Director- PIM Portfolio Manager

Martin Wealth Management, Inc.

1145 Merrill Street

Menlo Park, CA 94025

650-289-0980 (tel)

650-289-0984 (fax)

www.martinwm.com

lauramartin@wfafinet.com

CA Insurance License #0E90699

 

800.689.0774