Laurel Mann - Certified Financial Planner - Waddell & Reed
Many of you probably have a financial advisor, somebody to whom you send money that is invested in stocks, bonds, mutual funds, etc.
But, how many of you speak with you your financial advisor frequently? How many of you receive a call from your financial advisor every couple of months just to check in, especially if you don't have huge sums of money invested? If the answer is you don't hear from your financial advisor frequently, I strongly recommend you contact Laurel Mann, Certified Financial Planner, to discuss how she can help you invest properly to reach your goals.
Laurel Mann is a financial advisor who takes the time to truly understand her clients' needs and goals and to work toward those with her clients.
Laurel Mann, Certified Financial Planner, brings the benefit of lots of experience to her clients. She has been in the financial services industry for nearly 20 years. She began her career at Deloitte & Touche and also worked at Merrill Lynch before moving to Waddell & Reed, where she has been for the past nine years.
Laurel Mann, Certified Financial Planner, has a strong belief in helping her clients. She takes the time to understand their needs and to educate them so that they can participate in their financial decisions. She is patient and very knowledgeable and has taken the time to obtain additional credentials, held by very few financial planners.
In addition to being an amazing financial resource for her clients, Laurel Mann is also very involved in the community. Several of the organizations with which she volunteers are as follows: Newport Beach Bacchus Society, The Child Abuse Prevention Foundation, Newport Beach Junior Chamber of Commerce, Young Professionals Against Cancer, Leukemia & Lymphoma Society and PALS (Orangewood Children's Home).
Besides all of the wonderful professionalism you receive as Laurel Mann's client, there are also the fun activities that she and Waddell & Reed have for their clients. Earlier this year, we all went bowling, and as you'll see from the pictures, yesterday we had a tailgate party for the Angels' game.
Laurel Mann, Certified Financial Planner can be reached at 949-375-3012 or laurelmann@wradvisors.com.
Looking for things to do in the Huntington Beach, Costa Mesa and Newport Beach area? See:
Market Broiler - Great Huntington Beach Seafood Restaurant
Chicago Rib Company - Huntington Beach Restaurant
Costa Mesa Omelette Parlor - A Local Favorite
Fun Things for Kids in the Newport Mesa Area: The Balboa Fun Zone
The Newport Wedge - Body Surfing Hotspot
Top 5 Things to Do in Newport Mesa
A Four-Year Old's Perspective on the Orange County Fair
Orange County Fair Super Pass - Only $25
Fun, Free or Near Free Things to Do in and Around Costa Mesa
Interested in learning about different areas of Costa Mesa and Newport Beach? See:
Eastside Costa Mesa homes Westbluff Costa Mesa homes
Newport Shores homes Mesa Verde Costa Mesa homes
Santa Ana Heights homes Newport Peninsula homes
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About the author: Christine Donovan is a California Residential Real Estate Broker with experience in assisting clients buy and sell residential real estate.
For more information on Costa Mesa homes or the value of a particular home please visit Costa Mesa home values
Click for a free list of Orange County foreclosures or a free list of Orange County short sales or e-mail Me!
Are you upside down in your home? Is it worth less than you owe? Are you concerned about making your mortgage payment? Contact me at christine@donovanblatt.com or 714-319-9751 to discuss your options.
Want to buy a home or to list your property for sale in Newport Beach, Costa Mesa, Huntington Beach or Orange County? Contact me at christine@donovanblatt.com or 714-319-9751 to learn about her system which will make your buying and selling experience easier.
Disclaimer: All information in this blog is deemed reliable but is subject to change at any time and is not guaranteed to be accurate nor are there any warantees either express or implied. This blog is not intended to offer any legal, tax or other advice.
Click Orange County homes for saleto view all OC homes for sale. Copyright © 2009 by Christine Donovan, All Rights Reserved. Laurel Mann - Certified Financial Planner - Waddell & Reed.
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About the author: Christine Donovan is a California Residential Real Estate Broker with experience in assisting clients buy and sell residential real estate.
Are you upside down in your home? Is it worth less than you owe? Are you concerned about making your mortgage payment? For more information see Options to Foreclosures, understanding short sales or contact me at christine@donovanblatt.com to discuss your options.
If you want to buy a home or to list your property for sale, please click Newport Beach homes, Costa Mesa homes, Huntington Beach homes or Orange County homes.
Contact me at christine@donovanblatt.com or 714-319-9751 to learn about her system which will make your buying and selling experience easier.
Disclaimer: All information in this blog is deemed reliable but is subject to change at any time and is not guaranteed to be accurate nor are there any warantees either express or implied. This blog is not intended to offer any legal, tax or other advice.
Click Orange County homes for sale to view all OC homes for sale.
