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1501 N. Broadway
Suite 210
Walnut Creek, CA 94596

925-254-0980

 

Team

At Laurus Financial Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

R. Hays Englehart, ChFC is an independent Financial Consultant with LPL Financial, a registered broker/dealer, through which he provides his clients a broad range of investment opportunities. As a fee based independent advisor, Hays...

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Craig Weinstein is an independent financial consultant with LPL Financial, a registered broker/dealer through which he provides his clients a broad range of financial services. Craig advises clients on investment, financial and estate...

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Stephanie Shaffer serves as the Chief Administrative Officer at Laurus Financial Group, a multidiscipline fee based financial services and wealth management firm. Stephanie joined Laurus Financial Group in 2016 with experience in the...

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Amir is both an LPL Financial Advisor and a Certified Retirement Planning Counselor who assists clients in developing and implementing their long and short-term financial strategies. Amir graduated with a Bachelors degree from the...

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