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Client Centered

Client Centered

Our business is built on a foundation of thoughtful client relationships.

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Vargas Wealth Management, LLC is a full service financial services firm, specializing in private client wealth management. Our professional team has over 90 years of combined experience, and serves a variety of clients from business owners, executives, retirees, and families who need customized strategic financial planning.

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation, including such topics as: 

  • Financial Planning
  • Investment Management
  • Insurance Planning
  • Trust Services and Estate Planning

Laurie Barela is Founder and CEO of Vargas Wealth Management, LLC, a firm specializing in comprehensive financial planning and customized management of investments through a holistic and relationship based approach. Laurie is a...

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Francine is a LPL Registered Administrative Assistant who began her career in wealth management in 1992 as a Client Service Associate. She obtained her Series 7 Securities Registration and Insurance licenses over the years while...

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Kelsey Odey

Branch Operations Manager - Paraplanner



Starting in the Wealth Management industry in 2006 Kelsey has years of experience in account and operational administration, client service, and assisting with investment planning and implementation. Kelsey earned a Bachelor of Arts...

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