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Laura Simpson, CFP®

Fee Based Fiduciary Advisor

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PAX Financial Group Laura Simpson, CFP®
San Antonio, Texas

Serving Clients Nationwide

Fee Based Fiduciary Advisor

Areas of Focus

  • Education Funding
  • Estate Planning
  • Insurance
  • Investment Management
  • Taxes

About Me

Laura Simpson heads the North Carolina extension of PAX Financial. She joined PAX in 2006 when the team consisted of just six people and has watched it grow into a sophisticated operation executed by 30 team members. After nearly nine years of ping-ponging between North Carolina, where her family is based, and Texas, Laura settled in North Carolina, bringing her expertise and position at PAX with her.

From a young age, Laura knew she wanted to help people manage their finances. Her parents struggled to make wise financial decisions, which piqued Laura’s interest in wealth management. Laura’s background includes experience in banking, lending, insurance, and tax preparation, which affords her a breadth of knowledge when it comes to serving her clients as a financial planner. She is dedicated to helping clients make wise financial decisions and thrives amid the high expectations inherent in being a team member at PAX Financial.

Outside of her career at PAX Financial, Laura is very involved in her church and serves on the Hendersonville Branch Advisory Board for NC State Employees Credit Union. She also balances her professional life with her family life, seizing every opportunity to spend time with her husband and three children.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional

Primary Location

San Antonio, Texas

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free, no-strings-attached retirement check up.

Offers Investment Management

Yes

About our Firm

With more than 100 years of combined experience, San Antonio, Texas-based PAX Financial Group is passionate about helping others live the life of their dreams. We're more than just financial advisors; we're life advisors! Locally owned and independent, our advisors are deeply committed to helping others achieve their vision of financial success. We offer holistic financial assessments, investment management, and insurance all in one place.

We have partnered with best-in-class organizations such as Goldman Sachs and Dave Ramsey to bring valuable resources to the community. We are proud to be part of the Forbes Finance Council that brings together leaders from every industry to make a greater impact on the business world.

We are honored to be ranked amongst the Best Places to Work in San Antonio for many years and have made the Inc 5000 three years in a row. We are committed to being a positive workplace as we help our clients make better financial decisions to live the meaningful lives they desire.

Education

University of North Carolina Asheville, Bachelor’s Degree, Economics with Concentration in Finance

Badges

Hobbies and Interests

  • Church
  • Family
  • Working Out

Who We Serve

  • Baby Boomers
  • Blended Family
  • Business Owners
  • Caregivers
  • Couples
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Intergenerational Families
  • Investors
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Young Families

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