Joshua M. St. Laurent
WEALTH IN YOURSELF LLC
ZEPHYR COVE, NV 89448
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CRD#: 6437775
Professional summary
Joshua Michael St. Laurent, CFP®, who also goes by Joshua Michael St Laurent, Josh Michael St Laurent, is a registered financial advisor currently at WEALTH IN YOURSELF LLC located in Zephyr Cove, Nevada.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Joshua has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Wealth In Yourself was born when Josh realized after 9 years in corporate financial services that his generation was drastically underserved, and clients’ best interests weren’t always being put first. High fees, generic advice, and commissions for “advisors” drove Josh away from the industry he had fallen in love with nearly a decade before. He felt compelled to create something that would help people from all walks of life achieve financial success that could trickle down to all other aspects of their lives.
Through the CFP® curriculum and graduate work in Advanced Financial Life Planning, one thing became clear – some of the biggest opportunities we all share were not overly complicated, but instead were simple proven principles that could be put in place and automated at no cost. This “aha” moment was the spark that started Wealth in Yourself. While we do focus on your finances, your values are at the core of the planning process. Would you knowingly invest in a company that goes against your values? Probably not, but most of us do without even realizing it. We believe that by being intentional through every step of your finances, you will become more successful and happier and leave the world a better place than you found it.
Josh has worked with clients all over the country and there have been two things that we consistently hear from clients, “We like that we can trust you, and you make things easy to understand.” There is no better compliment that we could receive, and we strive daily to incorporate these values into each interaction.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Social Security Planning
Inheritance
Budgeting
Education Planning
Small Business Planning
Insurance Planning
Debt Management
Comprehensive Financial Planni...
Tax Planning
Life Transitions
Socially Responsible Investing
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Entrepreneurs
Financial Psychology/Coaching
Fixed Fee (Subscription, Retai...
Generation X
Are you a "fiduciary"?
Yes
Aliases
Joshua Michael St Laurent | Josh Michael St Laurent
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Name of outside business: CA Homes In The Pines LLC; Is the business investment related: Yes; Location of the business: Sacramento, California Description of the business: Real Estate Investment Position Title: Managing Member Description: I own rental real estate that I rent out for additional income Start date with business: 10/2020 Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4. Name of outside business: Golden Gate University; Is the business investment related: No; Location of the business: 536 Mission St San Francisco California 94105 United States; Description of the business: A university; Position Title: Adjunct Professor Responsibilities Duties: Responsible for helping to facilitate courses at GGU specific to finance/financial life planning; Start date with business: 2023-01-09; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4.
CRS (Client Relationship Summary) - RIA
Click below to view Joshua Michael St. Laurent's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
September 2, 2022 - Present
WEALTH IN YOURSELF LLC
Office #1: 195 Highway 50 Ste 317, Zephyr Cove, NV 89448RIA
CRD#: 322123
ZEPHYR COVE, NV
Past
July 13, 2018 - April 25, 2022
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BOSTON, MA
Past
September 25, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
CHARLOTTE, NC
Past
March 18, 2015 - April 19, 2022
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SUNNYVALE, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(9/2/2022)
IAR
Massachusetts(6/16/2023)
IAR
Nevada(11/15/2024)
IAR
New York(1/4/2023)
IAR
Texas(1/5/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WI
WEALTH IN YOURSELF LLC
WEALTH IN YOURSELF LLC
CRD#: 322123 / SEC#:
California
Registered Investment Advisory firm - (9/2/2022 Approved)Massachusetts
Registered Investment Advisory firm - (6/16/2023 Approved)Nevada
Registered Investment Advisory firm - (11/14/2024 Approved)New York
Registered Investment Advisory firm - (1/4/2023 Approved)Texas
Registered Investment Advisory firm - (1/5/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
195 Highway 50 Ste 317, Zephyr Cove, NV 89448
Mailing Address
Phone number
(415) 915-5948
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 27 |
| AUM (Assets Under Management) | $ 2,320,687 |
Red Flags
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