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Laura Mock

2/6/2020

 
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Laura Mock
Client Service Manager
email laura mock
“What I enjoy about working with clients is the opportunity to assist them in streamlining their financial responsibilities, questions and concerns with confidence.”
Laura Mock is a Client Service Manager for Carnegie Investment Counsel. Laura works with clients to build friendly, long-term relationships, and provides them with exceptional client service. She enjoys assisting clients with all their back office financial requests, questions, and needs.

Laura’s previous experience as Executive assistant and office management allows her to be more than capable of answering any questions asked by the client.

Laura earned a Financial Paraplanner Qualified Professional designation from the College for Financial Planning.  She also has an Associates of Arts degree in early childhood education from Orange Coast College.

Outside of work Laura enjoys hiking, going to the gym and reading.  She and her husband Gary have been married for 40 years.
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  • Home
  • Services
    • Investment Management
    • Financial Planning
    • Corporate Retirement Plan
    • Who We Serve >
      • Individuals and Families
      • Foundations and Nonprofits
      • Religious Entities
  • About
    • Team
    • Why RIA?
    • News & Press
    • Resources
    • Disclosures
  • Blog
    • Carnegie Investment Counsel Blog
    • Nonprofit Investment Blog
  • Contact
    • Locations
    • Request for Proposal
  • Client Login
  • Talk to An Advisor
    • Portfolio Analysis