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Laurie Schaeffer

Chartered Retirement Planning CounselorSM

After graduating Hofstra University with a degree in accounting, Laurie spent the beginning of her career as an accountant working on Wall St for an Investment Bank. While raising her two daughters, Nicole & Jaime on Long Island, Laurie realized her passion for finance and family could be filled helping others manage money. She completed financial planning courses to complement her background in accounting to better serve her clients.

For the past 15 years, Laurie has helped client make smart choices about money to pursue their goals and dreams.

Laurie feels privileged to be involved in a career which is both rewarding and challenging. Financial planning allows her to help her clients pursue a life they love and keeps her stimulated with analytics and study of the most current personal finance topics.

She takes pride in asking the right questions, listening closely to your answers, and developing strategies to make sure you feel confident her advice best reflects your unique dreams and goals.

Laurie lives in Westchester with her partner and love, Seth. She enjoys travel, live theater, concerts, and spending time with her family, especially her independent, career driven daughters when their schedule permits!

Phone: 914-940-4825

Email: laurie.schaeffer@lpl.com

Schedule

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Contact Us

440 Mamaroneck Ave., Suite 403
Harrison NY 10528
914.220.6196

We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ designation. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser, a Registered Investment Adviser. Independent Advisor Alliance and Rightirement Wealth Partners are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA. CRPC conferred by the College for Financial Planning. Pursuant to CA Insurance Code Section 1726 Allen Hodys Domicile State NY - CA Insurance #2122805 William Brancaccio Domicile State NY - CA Insurance #0L02737

Rightirement Wealth Partners
4 W. Red Oak Lane, Suite 300 White Plains, NY 10604
914.220.6196