Laura Williams, CFP®, ChSNC®
Laura Williams, CFP®, ChSNC®
Laura joined Sensible Financial® in 2014 as an Financial Advisor working with the team to develop financial plans. Laura earned her B.S. in finance from Bentley University, graduating in the spring of 2014. She also obtained her Certificate in Financial Planning from Boston University in 2017. Laura is a CERTIFIED FINANCIAL PLANNER™ practitioner and a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA). She recently earned her Chartered Special Needs Consultant® (ChSNC®) designation from the American College of Financial Services.
At Bentley, Laura focused on finance and financial planning. She covered many topic areas used in financial plan development including cash flow, income tax, insurance, investments, and estate planning. Prior to joining Sensible Financial, Laura worked as an intern at RBC Wealth Management assisting financial advisors in creating investment plans.
Working at Sensible Financial, Laura especially enjoys helping clients reach their goals and understand the financial implications of various life decisions.
Away from the office, Laura enjoys spending time with her family and friends as well as traveling. She is also a diehard Buffalo Bills fan.
Your Sensible Financial team offers guidance for everyday financial decision-making and long-term planning, delivering peace of mind that allows you to relax. Working with Sensible means you can be confident your advisors are using the latest in peer-reviewed, data-driven research to help make decisions in your best interest.
Sensible takes a Whole Life approach to financial planning. What is Whole Life? The Sensible team creates a comprehensive plan that takes your assets, hopes, and dreams into account. It’s not just portfolio management, or investments, or retirement, or saving money for college or a vacation home — it’s everything.
Sensible Financial is an independent, fee-only financial planning firm. Sensible and its advisors do not receive commissions on products we show you. Our financial advisors are fiduciaries, acting in your best interest.
This is your life, your assets, and your plans — no one else’s. We take the time to get to know our clients. Talk to us about your dreams and ambitions and your hopes for your family’s future. Based on those conversations and deep analysis of your accounts, investment portfolio, spending habits, and career paths, we create a financial plan tailored to your needs. That so many people trust us to advise them about such important issues is a great honor.
|Monday||9:00 AM||5:00 PM|
|Tuesday||9:00 AM||5:00 PM|
|Wednesday||9:00 AM||5:00 PM|
|Thursday||9:00 AM||5:00 PM|
|Friday||9:00 AM||5:00 PM|
What Is a Special Needs Planner?
203 Crescent Street
Waltham, MA 02453
On the web
Laura joined Sensible Financial® in 2014 as an Financial Advisor working with the team to develop financial plans. Laura earned her B.S. in finance from Bentley University, graduating in the spring of 2014. She also obtained her Certificate in Financial Planning from Boston University in 2017. Laura is a CERTIFIED...