LinkedIn Cover - Josh St Laurent
Josh and Leo cropped - Josh St Laurent
Josh St. Laurent
Wealth In Yourself
Wealth in Yourself - Logo Green - Josh St Laurent

Get in Touch

3079 Harrison Ave STE 5 South Lake Tahoe, CA 96150

Issues and needs

Occupational specialties

Business Owners, Professional athletes, Digital nomads, Engineers and Architects, Real estate, Family Businesses, Family Businesses/Family Enterprises, Pre Marriage

About

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.

Professional Specialty Areas

Issues and needs

Occupational specialties

Business Owners, Professional athletes, Digital nomads, Engineers and Architects, Real estate, Family Businesses, Family Businesses/Family Enterprises, Pre Marriage

Languages

English

Religious/Spiritual

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual, Asexual

Racial Identities

First Nations/Indigenous, Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American, Native Hawaiian and Pacific Islander

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, In person

Country

USA

Service Area

California

Type of Service

Coaching, Financial Planning, Investment Management, Accounting, Estate Planning

Practitioner Gender

Male

Fee Structure

Flat fee, Hourly

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

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