Laurean Nardone, financial advisor San Anselmo CA
96 score

Laurean Nardone

CRD Number: 1131151
Current Firm: Shira Ridge Wealth Management

Laurean Nardone (CRD# 1131151) is an Investment Advisor Representative working at Shira Ridge Wealth Management in San Anselmo, CA and has over 26 years of experience in the finance industry. Laurean Nardone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Karl Mills, financial advisor San Anselmo CA
Karl O. Mills
CRD# 2040384
Jurika, Mills & Keifer, LLC
Similar Advisors
Mark Vicencio, financial advisor San Anselmo CA
Mark T. Vicencio
CRD# 4105009
Lowery Thomas, LLC
Similar Advisors
Jeffrey Powell, financial advisor San Anselmo CA
Jeffrey J. Powell
CRD# 2289402
Polaris Greystone Financial Group, LLC
Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Larkspur, CA Aug 2012 - Current 4
Shira Ridge Wealth Management Larkspur, CA Jun 2000 - Current 16
Pusateri Consulting & Training Williamsville, NY Sep 2011 - Aug 2012 < 1
Genworth Financial Advisers Corporation Schaumburg, IL Dec 2005 - Aug 2012 6
Genworth Financial Securities Corporation Schaumburg, IL Jan 2002 - Aug 2012 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
Contact Info for Laurean S. Nardone
Phone Number: 415-721-0275
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.