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Laurean N

CFP®, Series 63

Larkspur, CA

Shira Ridge Wealth Management

Laurean Nardone is a CFP® with 26 years of experience and has been with Shira Ridge Wealth Management since 2000. She holds the Series 63 designation and serves on the boards of the Marin Shakespeare Company, Inc., The League of Women Voters Marin County, and Far Horizons. Shira Ridge Wealth Management serves individuals, high-net-worth clients, small business owners, and nonprofit organizations with discretionary asset management and comprehensive financial planning. The firm combines a planning-first approach with diversified, tax-aware investment strategies and access to institutional separate managed account programs.

Equity compensation tax strategy Charitable giving & philanthropy General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Founder/Business Owner Retired
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