Laura R. Knolle, MS, CFP®

  • Financial Planner
  • Ballou Plum Wealth Advisors, LLC
  • Lafayette, California   
  • Website


Contact me for: Investment management, retirement plan guidance, college investment planning, financial independence planning, risk management, tax & estate planning.

Laura R. Knolle, MS, CFP® is a Financial Planner with Ballou Plum Wealth Advisors, LLC. In her role with the firm, she specializes in working with clients to bring together all the pieces of their financial lives. Her expertise includes every aspect of financial planning from retirement planning to estate planning and cash flow management to tax planning. Laura is passionate about client education. She believes deeply that knowledge is true power and thus spends a great deal of time educating clients about their situation and their choices. Bringing all professionals to the table, Laura is collaborative in her approach to ensuring that clients have a team working in concert for their best interests.

Laura has been in the financial services industry for twelve years. She graduated with honors from Michigan State University with a B.A. in Finance, and from Golden Gate University with a M.S. in Financial Planning and Taxation, with an emphasis in Estate Planning. She is an active member of the Financial Planning Association and the Estate Planning Council of Diablo Valley. She heads up a study group for local professionals, and is also a volunteer bookkeeper for senior citizens through the Diablo Valley Foundation for Aging.

Outside of work Laura has a passion for fitness, nutrition, and travelling. She enjoys hiking with her two dogs, biking, boot camp, lifting weights, and taking cooking classes. Her love of travel extends well beyond that of a two week vacation, as Laura has had the opportunity to live and work abroad in London, England, and Sydney, Australia.

Laura R. Knolle is a CERTIFIED FINANCIAL PLANNER™ professional with Ballou Plum Wealth Advisors, LLC, a Registered Investment Advisory (RIA) firm in Lafayette. Laura is also a Registered Representative with LPL Financial (LPL). The opinions voiced in this material are for general information only and not intended to provide specific advice or recommendation for any individual. Financial Planning offered through Ballou Plum Wealth Advisors, A Registered Investment Advisor and a separate entity. Securities offered through LPL Financial, member FINRA(www.finra.org)/SIPC(www.sipc.org).

Expert Articles by Laura R. Knolle, MS, CFP®

Finance for Couples

Professional advice on financial planning for newlyweds

Health Insurance

Advice for women on getting long-term care insurance


Financial planning for the first time investor

Estate Planning

Financial steps you must take immediately on the death of a spouse
Recent widows need a long term financial plan for peace of mind

Contact Laura R. Knolle, MS, CFP®

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