As CEO, Laura is responsible for creating the vision and implementing the firm’s strategy, and for building and preserving the firm’s culture. Along with other members of the firm’s Management Committee, Laura is responsible for the day-to-day management of the firm. A UCLA graduate with 40+ years of investment and financial planning experience, Laura received her CFP® in 1984 and founded Tarbox in 1985. Laura has been an industry leader in financial education, teaching investment and financial planning classes and holding leadership roles in a variety of programs, including Program Director, Financial Planning Certificate Program at UC Irvine (20 years), Dean, Financial Planning Associat