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Laurie Schaeffer

Chartered Retirement Planning CounselorSM

After graduating Hofstra University with a degree in accounting, Laurie spent the beginning of her career as an accountant working on Wall St for an Investment Bank. While raising her two daughters, Nicole & Jaime on Long Island, Laurie realized her passion for finance and family could be filled helping others manage money. She completed financial planning courses to complement her background in accounting to better serve her clients.

For the past 15 years, Laurie has helped client make smart choices about money to pursue their goals and dreams.

Laurie feels privileged to be involved in a career which is both rewarding and challenging. Financial planning allows her to help her clients pursue a life they love and keeps her stimulated with analytics and study of the most current personal finance topics.

She takes pride in asking the right questions, listening closely to your answers, and developing strategies to make sure you feel confident her advice best reflects your unique dreams and goals.

Laurie lives in Westchester with her partner and love, Seth. She enjoys travel, live theater, concerts, and spending time with her family, especially her independent, career driven daughters when their schedule permits!

Phone: 914-940-4825
Email: [email protected]

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