Holiday Balanuță Larisa

About

Larisa Holiday Balanuță is a remarkable financial consultant, active in the finance sector in the United States of America, with her main office in Albuquerque, New Mexico. As a Financial Advisor and Tax Preparer at Wealth Management & Legacy Planning Group, she specializes in comprehensive tax planning and client education, contributing to a team with over 32 years of cumulative experience in holistic financial planning. Her achievements include guiding individuals, families, and small business owners through key financial life stages, from saving for retirement to investment management and estate planning. Within the Wealth Management & Legacy Planning Group, Larisa collaborates closely with her colleagues, Angelo Burns and Melinda Martinez, offering personalized solutions that integrate retirement planning, trust strategies, tax optimization, investment management, and estate planning. The firm, headquartered in the heart of Albuquerque, partners with prestigious educational institutions such as the University of New Mexico (UNM), New Mexico State University (NMSU), Texas Tech University, and the University of Texas at El Paso (UTEP), assisting faculty and staff in building a solid financial future. Her client-centric approach emphasizes long-term relationships and transparency, helping clients navigate the complexities of financial services. Although public information about Larisa Holiday Balanuță's personal life is limited, her career in finance reflects an exemplary dedication to financial education and economic empowerment, particularly within the context of communities in the southwestern USA. Operating in a competitive field, she contributes to the firm's mission of providing clarity and confidence in financial planning, likely inspiring many women from the Moldovan diaspora to build their financial independence in America.