Strategicpoint Advisors

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84 Fishermans Wharf
Monterey, CA 93940
+1 (401) 273-1500
https://strategicpoint.com

StrategicPoint Investment Advisors, based in Monterey, CA, is dedicated to providing holistic financial care while prioritizing client education and experience. With a commitment to excellence, the firm distinguishes itself through comprehensive marketing efforts and exceptional client service initiatives.

Laura J. Bard, serving as the Director of Client Experience Strategy and Marketing Manager, plays a crucial role in enhancing the firm's branding, public relations, and communication efforts. Since her joining in 2003, she has been instrumental in aligning StrategicPoint's objectives with a focus on delivering a superior client experience.

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