Laura Tarbox, CFP®

Laura has been sought after to serve on professional boards throughout her career. She is currently a member of the TD Ameritrade Elite Advisory Board, where members meet quarterly to weigh in on industry issues. She was recently appointed a Trustee of the Board of Foundation for Financial Planning, a national organization that supports pro bono financial planning. Laura has also served as a Director on the National Board of the Institute of Certified Financial Planners, and is a past President of the Orange County Society of the ICFP. Laura served on the Charles Schwab Institutional Advisory Board and the Certified Financial Planner Board of Standards’ Board of Examiners.

Laura is a California Licensed Professional Fiduciary and a private trustee on several trusts.

Laura’s volunteer charitable activities include Founding Board Chair of the Laguna Beach Community Foundation, Treasurer of the Laguna Beach Schoolpower Endowment Fund, Laguna Canyon Foundation’s Gift and Estate Planning and Investments Committees, and Board member of ChildAid, a non-profit foundation dedicated to creating opportunity through literacy in the lives of Latin American children living in poverty.

Laura Tarbox has been recognized as one of the “Best Financial Advisors” in the country by Worth magazine since 1996. She was named one the country’s “100 Great Financial Planners” by Mutual Funds magazine in 2001 and 2002.