Laurie A. Belew, MBA, MS, CFP® is a Partner and Senior Financial Advisor at FJY Financial. As a Certified Financial Planner™ professional, she is responsible for providing integrated financial planning and wealth management advice to clients. Laurie manages existing client relationships and coordinates with outside professionals to develop and implement recommendations for clients. She is also chair of the firm’s investment committee, which sets the firm’s investment philosophy and performs due diligence on asset classes and the firm’s underlying investment recommendations.
Laurie has been named by several industry publications as a leader in the profession. She was included in Investment Advisor’s “Five to Watch” list of visionaries and business builder who are influential now and may well be in the future. Financial Advisor magazine has named Laurie one of “10 Young Advisor to Watch,” and in 2014, Laurie was named to the Investment News list of “40 Under 40” which featured the best and brightest professionals among the financial advice industry’s up-and-comers. She has been repeatedly recognized in Northern Virginia Magazine’s list of Top Financial Advisors and has spoken at a number of industry events, including Schwab IMPACT and Investment News’ Adviser Solutions workshop.
An active member of the Financial Planning Association, Laurie is the 2015 President of the NexGen community, an organization of over 2,000 young financial advisors. She is former member of the Board of Directors of the Financial Planning Association National Capital Area chapter, and played an important role in developing a local NexGen community in the DC Metro area.
Laurie writes a recurring column for Investment Advisor and participated in a roundtable discussion which was a cover story in the Journal of Financial Planning. She has co-authored papers published in Financial Planning and Investment News. Laurie has been quoted in Investment Advisor, Financial Planning, Investment News, RIABiz, MarketWatch.com, eFinancialcareers.com and Reuters.
Laurie earned her Master of Science degree in Personal Financial Planning, as well as a Master of Business Administration degree from Texas Tech University. She was honored with the Young Guns Alumni award by university’s department of personal financial planning. She graduated summa cum laude with a Bachelor of Business Administration in Finance and a Bachelor of Arts in Public Policy from Southern Methodist University in Dallas, Texas. Before entering the financial planning profession, Laurie worked as a management consultant with Arthur Andersen, LLP.
On a Personal Note
Outside the office, you are likely to find Laurie spending time with her husband, Zack, and their two young children. If they are not escaping the Texas heat in the pool, they may be traveling. She says her travel bucket list will last her at least the next 20 years! Laurie also enjoys reading fiction novels and wishes she had more time to try her grandmother’s recipes. She also wants to start hiking!