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lauramoskwa

As a Retirement Plan Consultant for Smart Investor, Laura Moskwa’s key focus is helping employers provide the best retirement plan solutions for themselves and their employees. She has more than 25 years experience in the pension industry and has also owned her own consulting firm—Moskwa Consulting—that provided services to providers working in the retirement plan industry.

Before she established her consulting firm, Laura worked for Transamerica Retirement Services as Vice President and Director of TPA Services. She has 18 years of experience as a TPA and also has her Series 7 and 63 security licenses. Laura is also active in a variety of professional societies and organizations. For more than 20 years, she has been a member of the American Society of Pension Professional and Actuaries, where she currently sits on the Board of Directors. She is also a board member for Women in Pensions Network, an industry expert and analyst for the Center for Fiduciary Excellence, and a charter member of Soroptimist International of the American River. Laura has also spoken at industry conferences and led exam study sessions.

Laura has a bachelor’s degree in economics and finance from Rutgers University. She lives in Auburn with her husband, Tony, and their two children. She enjoys cooking, gardening, painting, skiing and traveling.

Who We Are

Smart Investor is a unique wealth management firm based in Rocklin, California.  We are an independent, fee-only registered investment advisor serving entrepreneurs, small business owners, and retirement plan sponsors and participants. More

How We Define "Wealth"

For our clients, ‘wealth’ is about more than money.  It is your ability to do what you want, when you want and how you want.  Our responsibility is to help you get there. 

What We Do

We listen, rather than talk.  We gain a thorough understanding of your future needs, concerns, opportunities and goals that have a financial implication.  We then use our experience and our team to design a unique investment or financial planning strategy that reflects your personal situation. More

Why We Are Unique

Everything that we do is in alignment with the best interests of our clients, including the fee-only approach to how we charge for our services.  We define ‘what we do’ in terms of meeting our client’s needs.  We define ‘how we do this’ in terms of leading-edge investment and financial planning strategies.  We are your key trusted advisor. More