Lauren believes every client deserves the highest level of personalized service, and places her clients at the forefront of their strategic financial planning process. Together, Lauren and her clients design goals-based financial strategies, and work to identify and prioritize which objectives matter most.
Lauren is a CFP® practitioner or CERTIFIED FINANCIAL PLANNER™. She has also earned the Chartered Financial Consultant (ChFC®) designation and the Chartered Retirement Planning Counselor (CRPC®) designation throughout her career in financial services.
Lauren graduated from Vanderbilt University with a degree in Human and Organization Development, and a minor in Corporate Strategy. In her free time, she enjoys snowboarding, cycling, and hiking. She resides in New York, New York.
ABOUT BARNUM FINANCIAL GROUP
We empower you to be in control of your financial future. We are passionate about using our knowledge and experience to help our clients achieve both their short-term objectives and long-term goals.
With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, we provide a full range of investment and risk management products and services to individuals and their families as well as small businesses, corporations, partnerships, government entities, and not-for-profit organizations and their employees in all fifty states.
We strive to build long-term relationships with each client through carefully understanding, thoughtful advice, quality service, professional integrity and financial education.
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.
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