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Our financial advice team


Laura Pittman, Financial Advisor serving the Charlottesville, VA area - Ameriprise Advisors

Laura Pittman

CFP®, BFA, APMA, CMFA®

Financial Advisor

OakHeart Financial Group
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Military Financial Advisor
  • Women's Financial Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Family Finances
  • Saving for Education
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CMFA® Certified Military Financial Advisor®

Education

  • Bachelor of Arts, Economics, Rutgers, The State University of New Jersey, New Brunswick, NJ

Awards & recognition

  • OakHeart Financial Group, Forbes Best-in-State Wealth Management Teams, 2023
  • OakHeart Financial Group, Ameriprise Client Experience Award, 2020-2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

OakHeart Financial Group, volunteered at Shalom Farms for Ameriprise National Day of Service.
OakHeart Financial Group, volunteered at Shalom Farms for Ameriprise National Day of Service.

At OakHeart Financial Group service is a core value and supporting our community is part of who we are. We donate our time and/or provide financial assistance to the following organizations:

  • Blue Ridge Area Food Bank
  • The First Tee Virginia Blue Ridge
  • Peachtree Baseball and Softball League
  • Brownsville Elementary School PTO
  • Feeding Greene
  • Toy Lift Charities
  • Emily Couric Leadership Forum
  • Salvation Army Angel Tree

Interests

My husband, John, and I have lived in Crozet for the past 15 years. We have five beautiful, adult children. In my free time, I enjoy being active outdoors. You can find me running with friends or hiking the many trails of central Virginia with John. I like to cook, read and visit local wineries to relax.