Designations and Licenses

Lauren is a CERTIFIED FINANCIAL PLANNER® professional and holds a life and health insurance license in the state of California.

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.

Prior to her current role, Lauren was a senior client service representative with Mariner. Before that, she was a senior coordinator for AllianceBernstein. While there, she partnered with multiple financial advisors to strategically develop their individual practices and proactively managed ultra-high-net-worth clients.

Lauren has a Bachelor of Arts degree in 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 Roller Derby 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.