Laura Reeves, CFP®, CRPC®, MPAS™ is a Millburn, NJ native who began her career as a bank teller when she was just 17 and rose through the ranks to become the bank’s youngest branch manager. She took the opportunity to earn her insurance and securities licenses while working at the bank and realized that the world of assisting others pursue their financial destiny was where she was meant to be.
Most recently, Laura earned her Certified Financial Planner® designation, followed by the Master Planner in Advanced Studies™ credential through a rigorous four-year program. It was her desire to enhance her abilities in providing a deeper level of knowledge of advanced holistic planning.
Laura, founder of LJR Financial, believes in building lasting partnerships with her clients, working closely with them to create personalized strategies that reflect their values, priorities, and goals. She takes a holistic approach to financial planning, addressing all aspects of financial well-being to ensure continuity and confidence through every stage of life—from building wealth to protecting it, and ultimately passing it on. Her mission is to provide well-rounded support in navigating life’s uncertainties with clarity and purpose.
Laura and her husband, Scott, live in Jackson with their two children, with whom she loves to spend her time. She volunteers at her local library and is an active member of the Financial Planning Association of NJ. Laura is also passionate about giving back to the advisory community, regularly mentoring emerging professionals and leading a masterminds program designed to foster collaboration, growth, and shared learning. Her hobbies include going to Broadway shows, dancing and is rarely without a book in hand.
Laura is deeply committed to supporting her local community and making a meaningful impact. She has conducted many seminars in neighboring towns, with the goal of empowering the senior population to keep control of their finances and avoid scams that target senior citizens.
Laura holds the following licenses and affiliations:
⦁ Investment Adviser Representative (IAR) and Registered Representative
⦁ Certified Financial Planner (CFP®)
⦁Chartered Retirement Planning Counselor (CRPC®)
⦁Master Planner of Advanced Studies (MPAS™)
⦁Master of Science in Personal Financial Planning
⦁ Life, Accident and Health Producer licensed in several states
⦁ Daily Money Manager (DMM)
⦁ The Better Business Bureau
⦁ National Notary Association
⦁ National Association of Professional Women
⦁ Financial Planning Association Board Member and Chair of Major Conferences
⦁ Past Board Member and Treasurer of Jackson Friends of the Library