Laura Steckler CFP®

Laura Steckler, CFP®, CDFA®, CLTC

Certified Financial Planner
Certified Divorce Financial Analyst®
Certification in Long-Term Care
Senior Vice President, Investments
Managing Director, Investments
Laura Steckler CFP® | Linkedin

Through her role as the team lead and Managing Director at Steckler Wealth Management Group, Laura is directly responsible for developing, implementing, and managing all aspects of clients comprehensive financial planning. She is heavily involved in all investment management, insurance planning, education funding strategies and retirement planning. She and her group focus heavily on tax efficient investing and estate tax minimization strategies.

Laura has been with Raymond James since 2006 and is proud to be in an elite group as she earned her Certified Financial Planner™ certification. As a CFP® practitioner, she has taken the extra steps to demonstrate her professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience, and ethical requirements. Additionally, she adheres to ongoing ethical standards and continuing education in order to remain current on financial trends and planning strategies.

Laura is a firm believer in what she calls a holistic planning process that centers around clients short and longer-term needs and goals. She enjoys working closely with clients on basic to very complex financial matters and she strongly believes in collaborating with other professionals in clients’ lives.

Clients include successful business owners, corporate executives, pre-retirees and retirees. Laura has a specialization in pension planning and analysis. She’s helped corporate as well as city, Florida State, County, and Federal employees evaluate their options and assist in developing and executing a retirement strategy that is unique to each person and their objectives. Having earned her Certification in Long-Term Care, (CLTC). Laura also specializes in the area of longevity planning, working to secure clients and their families long-term care needs. Another area of specialization is in divorce financial planning. Laura is a CERTIFIED DIVORCE FINANCIAL ANALYST® practitioner and helps people through this very critical time in their lives. She functions as the financial expert leading up to and through the divorce process, providing invaluable guidance to clients and attorneys.

Laura graduated from Brooklyn College in New York with a bachelor’s degree. She continued her education and earned her master’s degree from New York University in 2001.

Laura has recently been named to the 2017 Chairman's Council*. She is also a proud member of the prestigious Raymond James Women's Advisory Council as well as Raymond James's Retirement Solutions Advisory Board.

Laura is very active in her community. She is passionate about working with indigent seniors, women's organizations and financial literacy for kids. She is also known for being a mentor to countless individuals both in and out of the financial services industry. One of her long-term goals is to spend more time doing not for profit work to help those less fortunate in her community.

Laura is married and has two children, Gavin and Addison. In her free time, she enjoys spending time with her family, playing tennis, traveling, and training for marathons.

Certified Financial Planner Board of Standards Inc. owns the certification marks Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

* Membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.