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Laura A. Roser

Founder and CEO, Paragon Road

Phone: 858.877.5985

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Laura A. Roser is a leading expert in meaning legacy planning. She is the founder and CEO of Paragon Road, which specializes in passing on non-financial assets (such as one's values, wisdom, and beliefs).

Her work focuses on helping individuals create a legacy of excellence – from philanthropic strategies to family legacy planning to the creation of creative collateral.

Her own fascination with creating a legacy of meaning began several years ago when she met with an estate planner to organize her own affairs and realized there was not a well-structured way to pass on intellectual and character assets. Pulling from her experience as a writer, artist and businesswoman, Roser compiled a specialized legacy creation team, and together they have designed a step-by-step process of how to build an effective legacy by distilling your essence into something your family, loved ones and community will treasure now and for generations.

Latest Features

Building Wealth
July 2018

A Unique Estate Planning Idea: How to Write Your Memoir

Anyone can turn their life experiences into a legacy worth remembering.

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Building Wealth
May 2018

You Are Worth More Than Your Stuff

How a life insurance salesman inspired me to seek greater meaning and explore the true meaning of the word "legacy."

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Building Wealth
March 2018

What Type of Giver Are You? To Do the Most Good, Find Your Giving Personality

Not all service is meaningful. In fact, contributing to a cause without first identifying what gets you excited could turn your charity work into an unpleasant obligation. You need to find the right charity for you. Here's how.

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Building Wealth
February 2018

Why Mark Zuckerberg Wrote a Letter (and You Should Too)

Passing down to your heirs your intentions for your money is just as important as passing down the money itself. Writing one letter can make all the difference. Here's how.

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Building Wealth
January 2018

A Better Alternative to New Year's Resolutions

This year, make a more meaningful impact on your family and the world by writing up a Personal Legacy Statement.

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Building Wealth
November 2017

Does Your Estate Plan Have a Gaping Hole?

Forget your wealth and possessions: Your beliefs, values and wisdom could be the most treasured assets you pass down to the ones you love. To get the ball rolling on a plan for that transfer, you could start by simply writing a letter.

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