Josh St. Laurent, MS CFP® CFT™ APFC® ACC's Linkedin Analytics

Since the beginning of my career, I have embraced a vision of financial planning as a tool for transformation rather than a transactional service. Financial planning is about helping individuals and families create intentional lives by aligning their wealth with their personal and professional goals. My approach focuses on providing clarity, confidence, and control in financial decision-making. Anyone considering working with me should expect complete transparency and independence. I aim to foster open, honest communication, ensuring you feel supported in all economic climates. I offer a straightforward, value-driven pricing model and an approach that combines technical expertise with a deep understanding of the human side of wealth. Financial planning, to me, is about crafting a life that reflects your values, passions, and priorities—not just numbers on a page. My practice is designed to serve first-generation entrepreneurs and real estate investors navigating the complexities of building and preserving wealth. Whether you’re optimizing cash flow in your business, structuring real estate investments for maximum tax efficiency, or planning for the next chapter of your life, I provide strategies and solutions tailored to your unique circumstances. My commitment to understanding the “why” behind your financial goals sets me apart. You can expect a thorough, compassionate, and disciplined approach from someone who cares as much about your success as you do. I enjoy playing hockey, snowboarding, and spending time outdoors near Lake Tahoe in my spare time. I'd love to hear from you if you’re interested in a thoughtful, collaborative approach to planning—or just want to connect over a shared passion for real estate investing or entrepreneurship.