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Podcast | Asset allocation and career inspiration with Laura Tarbox, CFP®


Stephanie King, WISE® Board Member, interviews Laura Tarbox, CFP® about the importance of asset allocation.


In this interview you will learn:

  • How an investor’s decision regarding mix of assets impacts future returns

  • What factors to consider when tailoring an investment portfolio to suit your needs

  • The role diversification plays in risk management

  • How disciplined rebalancing (to keep asset allocation in line) can help an investor buy low and sell high

  • Career Inspiration from an Entrepreneur in Financial Planning & Investing: Laura Tarbox, CFP, Tarbox Family Office

  • Seek opportunities to get involved in your industry

  • Embrace risk

  • Be yourself – don’t be afraid of standing out

Career Inspiration from an Entrepreneur in Financial Planning & Investing: Laura Tarbox, CFP, Tarbox Family Office

  • Seek opportunities to get involved in your industry

  • Embrace risk

  • Be yourself – don’t be afraid of standing out

Upon completing an English degree at UCLA, Laura naturally became a stockbroker. After obtaining the CFP license in 1984, she shifted her focus to financial planning and founded her Registered Investment Advisory firm in 1985. Tarbox Family Office, Inc. is headquartered in Newport Beach, CA, with an additional office in Scottsdale, Arizona, and employs a team approach in offering comprehensive wealth management services to a small group of families. As of 12/31/21, the firm directly managed over $1 billion in client 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 FPA. 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. Laura was chosen from over 800 UCI Extension instructors to receive the Distinguished Instructor Award and is the founding Dean of the UCI / 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 also 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, Laguna Beach Schoolpower Endowment, Child Aid and United Way. Laura Tarbox has been recognized as one of the “Best Financial Advisors” in the country by Worth magazine and was named one the country’s “100 Great Financial Planners” by Mutual Funds magazine.


Contact: laura@tarbox.com


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