Laura Beldin, a visionary Managing Partner at B&L Wealth Group, is committed to empowering clients through personalized financial strategies that transform their financial futures. With over 20 years of experience at Bank of America Private Bank, she provides innovative solutions that greatly enhance the wealth of ultra-high-net-worth individuals and families.
Laura is a holder of both the Certified Trust and Financial Advisor (CTFA) and Certified Exit Planning Advisor (CEPA®) designations, reflecting her deep expertise in trust and estate management, investment advice, and comprehensive financial planning—covering a wide spectrum of services, including pre-immigration strategies to business succession planning. She believes that understanding each client’s unique story is crucial for crafting effective strategies.
Fluent in Mandarin and Cantonese, Laura adeptly navigates cultural and linguistic nuances, ensuring her cross-border clients feel valued and understood.
Active in her community, Laura has contributed her expertise to the Virginia Asian Advisory Board and the Asian American Chamber of Commerce, advocating for policies that uplift local Asian-American communities. Her involvement with the Lions Club International further demonstrates her commitment to social impact and public service. Outside of her professional life, Laura is a passionate reader, traveler, and food enthusiast, bringing a rich perspective and enthusiasm to her endeavors. She is not just a wealth advisor but a trusted partner in her clients’ journeys toward financial success.