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Sensible Financial Planning

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Laura Williams

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CFP®, ChSNC® - Senior Financial Advisor

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Laura joined Sensible Financial® in 2014 as an Financial Advisor working with the team to develop financial plans. Laura earned her B.S. in finance from Bentley University, graduating in the spring of 2014. She also obtained her Certificate in Financial Planning from Boston University in 2017. Laura is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA). She recently earned her Chartered Special Needs Consultant® (ChSNC®) designation from the American College of Financial Services.

At Bentley, Laura focused on finance and financial planning. She covered many topic areas used in financial plan development including cash flow, income tax, insurance, investments, and estate planning. Prior to joining Sensible Financial, Laura worked as an intern at RBC Wealth Management assisting financial advisors in creating investment plans.

Working at Sensible Financial, Laura especially enjoys helping clients reach their goals and understand the financial implications of various life decisions.

Away from the office, Laura enjoys spending time with her family and friends as well as traveling. She is also a diehard Buffalo Bills fan.


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Recent Posts

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Cybersecurity: Social Engineering

Types of social engineering like spoofing and hacking involve researching and even contacting the target. What should you look for?

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Charitable Giving (part 4): Donate Using DAFs

Charitable giving can reduce taxes. If you use Donor Advised Funds, you can often increase tax savings and donate to your favorite charity.

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Sensible Staff
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Waltham, MA 02453

Phone: (781) 642-0890
Fax: (781) 810-4830

 

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Phone: (619) 573-4131​

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This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

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