Laurie Belew, CFP®

Partner & Market Leader

West Texas

Client Advisory

Biography

Laurie is a Partner and Market Leader in the West Texas office. She is responsible for providing integrated financial planning and wealth management advice to clients. Laurie partners with her clients and their extended team of professionals to develop and implement cohesive financial strategies to help them achieve their goals.

Prior to joining Cerity Partners, Laurie was a Partner and Senior Financial Advisor at FJY Financial. At FJY, she also was the chair of the firm’s investment committee, which set the firm’s investment philosophy and performed due diligence on asset classes and the firm’s underlying investment recommendations. Before entering the financial planning profession, Laurie worked as a management consultant with Arthur Andersen, LLP.

Education

  • BBA in Finance from Southern Methodist University
  • B.A. in Public Policy from Southern Methodist University
  • M.S. in Personal Financial Planning from Texas Tech University
  • MBA from Texas Tech University

Highlights

  • CERTIFIED FINANCIAL PLANNER
  • Written as a columnist in Investment Advisor and participated in a roundtable discussion which was a cover story in the Journal of Financial Planning
  • Co-authored papers published in Financial Planning and Investment News, and she has been quoted in Investment Advisor, Financial Planning, Investment News, RIABiz, MarketWatch.com, eFinancialcareers.com and Reuters
  • Active member of the Financial Planning Association
  • Served as the 2015 President of the NexGen community, an organization of over 2,000 young financial advisors
  • Former member of the Board of Directors of the Financial Planning Association National Capital Area chapter
  • Repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors
  • Spoken at a number of industry events, including Schwab IMPACT and Investment News’ Adviser Solutions workshop
  • Included in Investment Advisor’s “Five to Watch” list of visionaries and business builders who are influential now and may well be in the future
  • Listed as one of “10 Young Advisors to Watch,” Financial Advisor magazine
  • Named "40 Under 40" byInvestment News in 2014
  • Received the Young Guns Alumni award from Texas Tech University's department of personal financial planning

Connect with Laurie

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Meet Our  Client Advisory Colleagues

Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.