PRICING: Watermark Prestige and Basic Members: Complimentary | Non-Members: $20
At this particular Women Like Us (WLU) Network, spend time with us at Lumina Financial, with some great conversation, tasty bites and event a wine tasting. Also, enjoy an optional but highly-encouraged rousing game of financial bingo (with prizes)! We look forward to seeing you there!
These meetups are valuable Watermark networking opportunities where you can meet other Watermark women who live or work near you! WLUs are grouped by geographic areas – currently on the Peninsula and in the South Bay, East Bay, San Francisco and Marin. Discussions at our WLUs are where real connections happen.
Laurie Fried is a Principal in Lumina Financial Consultants, a wealth management firm that caters to the unique financial lives of women. Laurie is driven to help women maximize their financial potential during major transitions; including divorce, retirement, caring for loved ones, and career change. At Lumina, she is able to give women the resources, support, and guidance they need to thrive financially.
Laurie started her career on the institutional side of finance over 25 years ago. From her early days on the trading floor in the 1980s, Laurie has seen the inner workings of Wall Street and finance up close. Her work includes underwriting some of the largest M&A transactions in the telecom sector and creating one of the largest buyers of real estate credit bonds in the country. As much as the work on the institutional side was fast-paced and exciting, Laurie knew she wanted to use her skills to make a real difference for real people. So, she made the transition to personal finance, and immediately felt the connection she’d been missing. Laurie loves that by working side-by-side with her clients, she can truly make a measurable impact. She guides her clients through complex life transitions and provides the solutions that support their goals and elevates their lives. Laurie is a CERTIFIED FINANCIAL PLANNER™, MBA, MAFF®, and CDFA® .