About Us

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Laurie Wearp is the founder and CEO of Pivotal Moments, LLC. As a Life Transition Specialist, Laurie is skilled and dedicated to helping those who are grieving when a loved one passes. For the past 20 years, working for a Wealth Management and Financial Planning firm in Orange County, California, she has helped over 100 families through the challenges they face after a death in the family. Her expertise, in times of grief, allows her to gently guide each survivor through the difficult financial transitions that lie ahead. She works diligently as a liaison between the client and their professionals: Attorneys, CPAs, Advisors… to complete the steps that are needed to successfully transition assets to the surviving spouse and/or beneficiaries.

In addition to her transitioning skills, her knowledge of accounting procedures enables her to assist clients in establishing a bookkeeping system that meets their needs. For clients who have never handled their own finances, she can train them to self-manage their day to day needs, so they may achieve financial independence.

Outside of work, Laurie is married with one son and daughter in-law, and she recently became a grandmother. In her spare time, she is a well known painter who has sold her work across the world. She also loves to go fishing with her family and enjoys the outdoors.n