Laura Sundquist

Laura Sundquist is a Certified Public Accountant (CPA) and CERTIFIED FINANCIAL PLANNER™ (CFP®) who has practiced personal financial planning since 1996. She earned a Bachelor of Science in Accountancy from Bentley University and began her career as a practicing CPA at a Connecticut accounting firm, where she focused on tax preparation and tax planning for individuals and corporations. She subsequently lived abroad for roughly three years in Paris and Germany, and served as Vice President of Events for the American Women's Group in Paris before returning to the United States.

On returning to the U.S. in 1996, she joined Sage Financial Design, Inc., a financial-planning firm based in Simsbury, Connecticut, where she spent the bulk of her 25+ year career building comprehensive financial plans for clients. Sage Financial Design has since become part of WP Financial, LLC (mywpteam.com), a fee-only RIA operating through Private Advisor Group with offices in Avon, CT and Watkinsville, GA. She notes she "returned to Sage Financial Design" and "rejoined her Sage family" following the passing of her friend and mentor, Bob Thompson. Her email address on the original firm domain, [hidden], is the basis for the record being profiled here.

Professionally, she is the current Treasurer of the Financial Planning Association (FPA) of Connecticut, of which she has been a member for more than 25 years. In her community she is a past President and current Board member of the Licia & Mason Beekley Community Library in New Hartford, CT.

Importantly, the available public record shows Laura Sundquist to be a personal financial planner / wealth advisor working with individuals and families on holistic financial, retirement, and tax planning — not an angel investor deploying seed capital into startups. No verifiable evidence was found of her making venture, seed, or angel-stage investments. The angel-investor framing in the supplied stub data does not match her documented career and should be treated with caution.

• No stated startup-investing thesis exists in any public source. Her professional focus is holistic personal financial planning: "comprehensive financial plans to meet the clients' goals and objectives," delivered through the many phases of a client's life.
• Works within a fiduciary, fee-only model — WP Financial states it is "legally obligated to place your interests first" and receives "compensation only for investment advice… no commission on investment products."
• Core competencies center on tax planning, retirement planning, and integrated wealth management for individuals and families — reflecting her dual CPA/CFP® background.