Laura Sternheimer

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Laura Sternheimer | MBA, CFP® | Senior Client Relationship

Westlake, OH | 440.250.7960 | This email address is being protected from spambots. You need JavaScript enabled to view it. | Linkedin
Video Introduction

Education

  • Bachelor's in Finance and Quantitative Business Analysis
    Ohio University

  • MBA
    Cleveland State University

Memberships

  • Alpha Kappa Psi (Professional Business Fraternity), Ohio University Greater Cleveland Alumni Chapter

  • Extraordinary Service Award Winner from the Ohio University College of Business

  • Western Reserve Rowing Association

  • Jewish Big Brother Big Sister Association, Board member

Service Areas | Personal Financial Planning, Wealth Management, Estate Planning, Retirement Analysis, Senior Client Relationship

Laura is a Senior Client Relationaship Manager - Wealth with Rehmann Financial and is based in the firm’s Westlake, Ohio office.

Experience

Prior to joining Rehmann, Laura served as Vice President, Financial Planning for Dawson Wealth Management in Cleveland, Ohio. She has held positions in the financial services industry with McDonald & Company, Midwest Annuity and Investment Company, and Skylight Financial Group. Laura began with Dawson Wealth Management in 2006 as a Senior Relationship Manager with the company’s top clients. She has been published in CPA Wealth Provider.  

Laura became a CERTIFIED FINANCIAL PLANNER™ (CFP®) certificant in the spring of 2005. She holds securities registrations Series 7, Series 63 and Series 24. She also holds a State of Ohio Life, Variable Annuity, Annuity and Health Insurance license.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Fixed insurance services offered through Rehmann Insurance Group LLC not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or an investment advisor.

Certified Financial Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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August 06, 2014

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The Rehmann Experience

At Rehmann, we believe the experience you have working with us is as important as the services we provide.

The Rehmann Experience offers our clients access to a cross-functional team of associates who care as much about your future as you do. This involvement allows us to put your interests first, listen and collaborate to provide more ideas and better solutions. That's how we deliver a better experience; The Rehmann Experience.

Meet The Rehmann Team