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Laurie G
Series 63, Series 65
San Anselmo, CA
Kestra Advisory
Laurie Gottlieb is a financial advisor at Kestra Advisory with over 31 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at firms including UBS Financial Services and Banc of America Investment Services. Outside of advisory work, she serves as Secretary for Marin Holistic Health & Acupuncture, Inc., assisting with business matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, offering fiduciary services, plan design, and access to multiple management platforms supported by comprehensive due diligence.
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