Lauren Alvey, CFP^®

Designations and licenses

Lauren is a CERTIFIED FINANCIAL PLANNER® professional and holds life and health insurance licenses.

Experience and education

Lauren provides clients with personalized wealth solutions, including investment portfolio management, retirement income planning and estate planning, to help them reach their goals.

Lauren has a Bachelor of Arts degree in anthropology and communication from the University of California, Santa Barbara.

Personal interests

Outside of the office, Lauren enjoys playing roller derby, working out and knitting. She serves as treasurer for Hidden City Derby Girls and is a former member of Toastmasters International.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.