Laurette Dearden CPA, CFP®, RICP®

Laurette Dearden CPA, CFP®, RICP® is a Financial Advisor offering securities through Avantax Investment Services℠, which is a member of FINRA and SIPC.1 She serves as the Director of Wealth Management for Dearden Financial Services.3

Professional Qualifications

Laurette holds several professional designations:

• Certified Public Accountant (CPA)
• CERTIFIED FINANCIAL PLANNER™ (CFP®)
• Retirement Income Certified Professional® (RICP®)

These credentials demonstrate her expertise in accounting, financial planning, and retirement income strategies.

Role and Services

As a Financial Advisor, Laurette likely provides a range of financial services to her clients, including:

• Investment advice and management
• Retirement planning
• Tax planning and strategy
• Wealth management

Her role at Dearden Financial Services involves overseeing wealth management operations, suggesting she has a leadership position within the firm.3

Online Presence

Laurette maintains a professional presence on LinkedIn, where she shares insights related to her field. For example, she has posted about the value of seeking advice from coaches in financial matters.2 This indicates that she views her role as not just a financial advisor, but also as a coach for her clients' financial well-being.

Laurette Dearden's combination of certifications, experience, and leadership role positions her as a comprehensive financial professional capable of addressing various aspects of her clients' financial lives.