Laura Carrera Warnock
Laura Carrera Warnock Purse Strings
Financial Advisor, Life Insurance Specialist, and Retirement Coach / Advisor

 

LOCATION
2825 E Cottonwood Pkwy, Suite 500
Cottonwood Heights
Utah
84121
United States
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PHONE
801-990-3374
EMAIL
laura@cartographwealth.com
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VISIT WEBSITE
 
Laura Carrera Warnock
CEO/Financial Advisor
Cartograph Wealth
OVERVIEW OF SERVICES
  • 401K Planning
  • 529 Plans
  • Annuities
  • Asset Management
  • Disability insurance
  • Employee 401K Programs
  • Employee Pension Plans
  • Estate Plans
  • Investing
  • Life Insurance
  • Long-Term Care
  • Mutual Funds
  • Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN

I am a single mom, raising two boys whom I adore.  I love empowering women to do for themselves within their chosen community.  Doing for yourself does not mean "all by yourself".  From those just beginning to more savvy investors, the journey together is fun and educational (on both sides).  Getting to know each woman for their strengths, weaknesses, and passions is always fabulous.  I have great respect for women in all stages of life, doing their best, living with positivity, continuously learning.  We are a community.  We need to act like one and support one another in moving forward.

 
BIO

I have always been interested in assisting individuals and business owners plan for their future. When a person’s financial world is in order, they are free to do what they do best, run their businesses and enjoy their families and friends.

I started as a Financial Consultant with Smith Barney, then moved to Wells Fargo after a few years. After growing and gaining some experience I went independent in 2007. I specialize in Business and Personal Financial Planning, including Retirement Plans, Executive Benefits, Asset Management, Alternative Investments, and Insurance.

I was born in California, but grew up in Salt Lake City, Utah. I really enjoy golfing, hiking, cycling, skiing, coaching my boys in lacrosse and whatever other activity has their interest. I always value spending time with family and friends. One of the highlights of my younger life was receiving an athletic scholarship for Women’s Volleyball to both USC and BYU. The experiences were truly rewarding.

COMMUNITY INVOLVEMENT:

  • 2015-Present Youth Boys Lacrosse Coach
  • 2017-Present Granite Elementary School Community Council
  • 2019-2020 USC Alumni Club of Utah Co-President
  • 2018-2019 Granite Elementary PTA Co-Treasurer
  • 2017-2018 Granite Elementary PTA Treasurer
  • 2016-Present Utah Nonprofit Association (UNA) – Sponsor
  • 2015 Crestview Elementary Community Council – President
  • 2013-2014 UNMHA – Univ. of New Mexico Hospital Alliance – Founding Board Member, Treasurer
  • 2012-2014 CREW New Mexico Member (Commercial Real Estate Women)-Newsletter Chairperson
  • 2011 CREW Utah – President (Commercial Real Estate Women)
  • 2009-2010 CREW Utah – Treasurer, Vice President (Commercial Real Estate Women)
  • 2008-2010 Tree Utah – Board President
  • 2009 Treasurer of CREW Utah (Commercial Real Estate Women)
  • 2009 Utah Women in Insurance and Financial Services (WIFS) – Board, Membership Chair
  • Western Pension & Benefit Conference – Member
  • National Association of Women Business Owners (NAWBO) – Member
  • Utah Nonprofit Association (UNA) – Member
  • USC Alumni Club of Utah – Founder and Past President
  • Utah Women’s Alliance for Building Community (UWABC) – Member, Past Treasurer
  • Arthritis Foundation of Utah – Past Board Member
CREDENTIALS
CPFA, AIF, Series 7, 63, and 65, Life/Health Insurance License
EDUCATION
BS University of Southern California




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COMPLIANCE DISCLAIMER

Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.

STATES SERVED
All 50 States
Virtual Appointments Available
SPECIALTIES:
  • Business Insurance
  • Executive Compensation Packages
  • Financial Planning
  • IRA
  • Legacy Planning
  • Retirement planning
  • Socially Conscious Investing
  • Trust Planning
  • Wealth Protection
CLIENT FOCUS:
  • Bread Winner
  • Business Owner
  • Care Giver
  • Divorced
  • LGBTQ+
  • Married
  • Single
  • Widows
AGES:
  • Gen X
  • Boomers
  • Millennials
  • Gen Z
LIFE STAGES:
  • College Graduate
  • New Job
  • First Home Purchase
  • Marriage
  • Starting a Family
  • Second Home
  • Divorce
  • Widow
  • Retirement
INVESTMENT RANGE:
  • 250-500K
  • 500K-1M
  • 1M+
LANGUAGES SPOKEN:
English
Fee Structure:

Three Fee Options:

% of assets under management

Flat Fee - project or quarterly billing

Subscription - monthly