FiduciaryCFP

    Laurie Licata

    Financial Advisor

    PDS Planning, Inc.
    Dublin, OhioNo minimum minimum

    About Laurie

    My motto is 'Happiness is not about getting all you want, it is about enjoying all you have.' I have been married to my husband, Philip, for over 30 years, have 3 grown daughters and 4 adorable grandchildren. I love to travel, including taking a gondola ride in Venice. I love to read. I am originally from Pittsburgh and a Steelers fan. Education: 1984 B.A. University of Pittsburgh – Dual Major in Business/Communications; 2017 Certified Financial Planner.

    Areas of focus

    Credentials & background

    Designations

    CFP

    Registered in

    Ohio

    The firm

    PDS Planning, Inc.475 Metro Place South Suite 460, Dublin, OH 43017