Molly Balunek, CFP® believes that helping clients make smart money decisions begins with building a foundation based on an understanding of what truly motivates each client and the individual core values and beliefs which drive their goals. With 20 years of experience, she founded Laurel Tree Advisors with the belief that there is a growing need for values-based financial planning for people who seek financial freedom.
She is frequently invited to present and comment on personal finance and has been quoted in various publications, including Bloomberg BusinessWeek, Investment News, and the Wall Street Journal. Her most recent publication is in Bloomberg BusinessWeek discussing frugality in retirees and how they can learn to let go and live it up.
In the community, Molly serves as a host for the Business Success Knowledge Circle and as a Chapter Leadership Connection Ambassador for the Financial Planning Association (FPA). She served seven years on the Board of the FPA of Northeast Ohio (President in 2012) and helped develop content for and presented at the President-Elect track at the annual Chapter Leaders Conference of the FPA from 2011 – 2013. She also serves on the programming committee of the Estate Planning Council of Cleveland, the Estate Planning Advisory Council at Case Western Reserve University, the planned giving council of the Cleveland Art Museum and the Diamond Advisory Group of University Hospitals.
She received her Bachelor’s degree from John Carroll University, the Certified Financial Planner (CFP®) designation from the College of Financial Planning and the Accredited Estate Planner (AEP) designation from the National Association of Estate Planners & Councils. Molly commits to spending over 30 hours a year on continuing education, which helps her stay on the cutting edge of knowledge and tools to help her clients achieve their goals.
Molly enjoys fitness, nature, and travel with her husband, Peter, and their two daughters.