Laura Gustafson, CFP®

Laura Gustafson, CFP®

“Teaching and the sharing of knowledge is what I enjoy most. When meeting with clients, it is my goal to impart even a small piece of information that they may not have known prior to our conversation. There is so much that goes into a person’s financial life, and I strive to make that journey informed and transparent.”

Laura joined Shorepoint Capital Partners in 2023. She assists the partners in the development and presenting of wealth management plans to clients. She works directly with our clients, responding to account inquiries, coordinating solutions to client requests and during the onboarding process.

In addition, Laura is an adjunct professor at her alma mater, Rhode Island College, and teaches an elective within the master’s program she graduated from. She earned her CFP® certification in order to attain her goal of financial planner in order to help people navigate through the overabundance of financial decisions that life brings.

Prior Experience and Education

Prior to joining Shorepoint, Laura held positions as a financial planner, where she helped many families and individuals work toward their financial goals. In addition, she has worked with many advisors and attorneys to help their clients maximize their estate plan strategy through building life insurance solutions.

Laura graduated from Rhode Island College with a Master of Professional Accountancy and a B.A. in Economics. She also spent a semester abroad in Sydney, Australia focusing on graduate level courses in international business.

She started her CFP® certification journey by enrolling in Rhode Island College’s Master of Professional Accountancy, completing the program in 2006 and passing the exam in 2007. She subsequently earned the Chartered Life Underwriter (CLU) designation in 2010 and the Chartered Financial Consultant (ChFC) in 2011.

Fun Facts

Laura lives in Lincoln with her dog, Bennett. She loves to travel (Sydney is her home away from home), is a SoulCycle devotee, spends much of her free time with family and friends, and is always on court playing tennis somewhere.