Laura Boldt

Laura Boldt Work

Founder, Senior Wealth Advisor

@ Anthea Wealth Management

Senior Wealth Advisor

@ Vanguard

Financial Planner

@ Vanguard

Laura Boldt Education

1995 - 1998 Bachelor of Science (B.S.)

Arizona State University
1994 - 1995 University of Arizona

Laura Boldt Skills

CFP® CertificantSeries 7, 63, and 65 licensedArizona Life & Health LicenseCRPCSM and CWS® designationsExtensive use of Microsoft Word, Excel, Publisher and Power PointExperience with Zephyr Style Analyzer and Vestek Portfolio AnalyzerStrategic Financial PlanningWealth ManagementRetirementFinancial AdvisoryEstate PlanningInvestmentsSeries 7Retirement PlanningWealthRisk ManagementFixed AnnuitiesFinancial ServicesFinancial PlanningAsset AllocationCustomer ServiceCrpcsm and Cws Designations65 LicensedPublisher and Power PointCrpcsm and CwsArizona Life and Health LicenseSee 5+see LessLeadershipExcelFinanceExperience With ZephyrCfp CertificantMarketingExtensive Use of Microsoft WordMarketing StrategyStrategic FinancialArizona Life and Health

Laura Boldt Contact Information

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Laura Boldt currently works at Anthea Wealth Management as Laura Boldt - Founder, Senior Wealth Advisor at Anthea Wealth Management.

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