Laura Tarbox, CFP®

After receiving an English degree from UCLA, Laura obtained her CFP license in 1984 and founded her firm in 1985. Tarbox Family Office, Inc. Is located in Newport Beach, CA and employs a team approach in offering comprehensive wealth management services to a small group of families with $5 million or more of investable assets.

Laura has served on both the Charles Schwab and TD Ameritrade Institutional Advisory Boards, the CFP Board of Examiners, the National Board of the Institute of Certified Financial Planners and is a past President of the Orange County ICFP. She has been part of the adjunct faculty of the College for Financial Planning, USC and California Lutheran University, and taught financial planning classes in the certificate program at UC Irvine for 20 years, where she was the Program Director and the founding Dean of the UCI I CFP Residency Program, a week-long case study program for new CFPs.

Frequently featured in the local and national media as an expert on financial planning and investments, Laura has been retained as an expert witness in insurance and investment cases. She is a California Licensed Professional Fiduciary and a private trustee on several trusts.

Laura has volunteered her leadership and financial skills for organizations including Foundation for Financial Planning, Laguna Beach Community Foundation, Laguna Canyon Foundation, Crystal Cove Conservancy, Laguna Beach Schoolpower Endowment, and Child Aid.