Meet Lauren.
Lauren H. Michelotti, CFP®, CSLP
Financial & Tax Advisor
As a CERTIFIED FINANCIAL PLANNER® and tax advisor at Wealthnest, I specialize in helping established women executives and families navigate the complex financial decisions that shape the life they’re creating.
Let's start with what matters to you.
“The best financial decisions happen at the intersection of planning, tax, and real life.”
Experience
- Nearly a decade of integrating financial planning and tax strategy
- Thousands of tax returns prepared for complex individual and business situations *
- Specialized planning around career transitions, retirement, equity compensation, business decisions, family priorities, estate coordination and long-term wealth
Education
- Bowling Green State University; BS – Finance | Concentration in Financial Planning
- CFP Board of Standards - CFP® Practitioner
- Certified Student Loan Professional
- Holds Series 7, Series 63, Series 65 **
- Life & Health Insurance Licensed
Personal
- Lucky wife, proud mom, and shameless adorer of our family cats
- Favorite days are spent lakeside with family
- Always on the move: hoops, hiking, Pilates, repeat
- Afraid of heights, but have also skydived (once was enough)
- Must read the book before watching the movie. Always.
- 1st job – Finder’s Record Store, which is probably why I still believe in listening before giving advice
* not a service provided by LPL Financial
** held with LPL Financial