About

Laura got her first taste of the financial world while working as a bank teller in high school. As an undergrad, she delved deeper as an analyst intern at Smith Barney and then spent the first phase of her post-college career in the corporate world. Laura worked as an auditor for Arthur Andersen, while earning her MBA and CPA. Next, she held several financial executive positions for financial institutions in New York and Los Angeles. Finally, she served as head of strategy and operations for a large money management firm in LA. In 2004, Laura made a major shift by opening her own financial advisory, turning her desire to teach individuals and couples how to grow and sustain their wealth into a thriving business. In the process, she refined her meticulous system for helping people define and realize their financial and life goals. In 2014, she merged her organization with that of KCS co-founder Ken Waltzer and in 2023 KCS Wealth Advisory was acquired by Wealth Enhancement Group. 

When not working, Laura enjoys going to the theater, playing golf and traveling the world. She is based in Los Angeles, CA and lives by her credo: “If you plan ahead, you will rarely be disappointed in the outcome.

Education

  • MBA - Finance and Accounting, New York University Stern School of Business
  • BA - Economics, Brandeis University
  • Professional Designation in Personal Financial Planning - UCLA Extension
  • Certificate in Global Financial Planning - GFI(US)

Awards

  • 2025 Five Star Wealth Manager Award (1)

Additional licenses and designations

  • California Insurance License #0E63176
  • Awarded 12/1/24 for the time period 2/13/24-8/30/24.

Resources from Laura Gilman

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