LAURA PEDRONCELLI was named to the 2025 editions of the Forbes list of Best-In-State Top Women Wealth Advisors and Best-In-State Wealth Advisors.
My specialty lies in guiding clients through the transition from employment to retirement. This journey involves shifting from decades of saving to confidently utilizing those hard-earned funds as a source of income. I firmly believe that educating our clients about this significant shift is paramount to fostering lasting relationships and retaining them as loyal, long-term partners.
Since joining Addison Avenue Investment Services in 2007, I’ve focused on creating a knowledgeable and supportive team. Working alongside talented individuals like my Financial Assistant II Michaela Barker and fellow Financial Advisor Drake Medeiros, our team is dedicated to catering to the personal investment needs of our clients, credit union members, and their families and friends.
I don’t just see myself as a Financial Advisor; I see myself as a teacher. In today’s age of information overload, I understand the importance of simplifying complex financial concepts for our clients. As an advisor operating under a fiduciary standard, my team and I prioritize our clients’ needs above all else, ensuring they understand every available option without drowning them in industry jargon.
Beyond the office, I find joy in walking, hiking, traveling, and reading. As recent empty nesters, my husband and I relish exploring all that Sonoma County has to offer.
Reach out to me, and let’s discuss your financial goals. I’m eager to meet you and embark on this journey together with our team.
† The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.
The Forbes Top Wealth Advisors Best-in-State 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.