about us
Laura Gilman CFP®, PFP, MBA
president
ca insurance lic 0E61376
After many years at large financial institutions, Ms. Gilman founded LGA Financial so that she could focus her attention on assisting individuals and small businesses plan for their long-term financial success. Laura’s 18-year background in finance includes various executive positions at Investment and Commercial Banks, Money Management Firms, Accounting Firms, Private Investment Partnerships and Venture Capital Institutions, focusing primarily on the corporate, accounting and financial end of these businesses. She contributed to the operational and management improvements of various departments including finance, accounting, operations, investor relations and compliance as well as product development for Money Management institutions.
In April 2004 Ms. Gilman left the corporate world to dedicate her energy full time to serving her individual clients. She is committed to knowing her clients personally and creating a collaborative partnership so that she can apply her extensive skills in serving her clients’ financial needs. Laura combines objective analytical skills and a deep knowledge of financial markets, planning processes, investment management and asset protection with a genuine interest in and care for her clients to create financial plans that truly reflect the aspirations and goals of each individual.
Laura holds a B.A. in Economics from Brandeis University, an MBA in Finance from New York University Stern School of Business, and the Professional Designation in Personal Financial Planning (PFP) from the University of California, Los Angeles. She is a CFP® Professional, a Certified Public Accountant licensed in the state of New York and a member of the AICPA.
The world makes way for the man who knows where he is going
– ralph waldo emerson
