Designations and Licenses

Lauren is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Lauren provides high-net-worth individuals, families and business owners with personalized wealth management to help them achieve their objectives. She incorporates investment management, tax planning and estate reviews into the financial planning process.

Prior to joining Mariner, Lauren’s background included professional experiences in audit, real estate asset management and commercial real estate operations management.

Lauren has a bachelor’s in business administration from California Polytechnic State University, San Luis Obispo.

Personal Interests

Lauren is co-founder of Mariner’s NextGen Council and leads the Mariner Foundation’s local Giving Council chapter. Away from the office, she enjoys volunteering with Junior Achievement, a sunrise beach walk and cooking with her family. She is also passionate about traveling and has visited over 30 countries. Lauren lives in San Diego with her husband and daughter, Sophie.

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.