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Laura West (CFP®, CPA/PFS, RICP®)

Laura West focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Laura West is a CERTIFIED FINANCIAL PLANNER™ and holds a license as a certified public accountant with the state of Iowa.  Laura is a member of the National Association of Personal Financial Advisors (NAPFA) and she holds the designation of Retirement Income Certified Professional® (RICP®).

 

Laura facilitates the creation of client comprehensive personal financial plans.  She takes the time to truly listen to clients and understand their unique circumstances.  Laura enjoys helping people unlock their dreams and establish plans for their life goals.  She believes everyone can learn how to grow and protect their wealth.

Additional Information

Laura graduated from the University of Iowa in 1995 with a bachelor of business administration degree in accounting and earned her Master of Family and Consumer Sciences degree, specializing in Family Financial Planning, from Iowa State University in 2010.  Laura began her career as a CPA working for KPMG, a global accounting and tax firm located in Des Moines, Iowa.  Before forming West Financial Advisors, LLC Laura served as the Director of Financial Planning with Pioneer Hi-Bred International, a global company based in Johnston, Iowa.  Her passion outside of work is her family, book club, playing tennis, and running marathons.

NAPFA Start Date

July 23, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

111 East Grand Ave, Ste 412 Des Moines, IA 50309-1852 Phone: (515) 284-1011 Fax: 515-284-6522
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