Meet Lauren.

Lauren Huntsman CFP® Chandler Arizona
Lauren Huntsman Certified Financial Planner CFP®, CSLP
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“Plan like a realist. Dream like an optimist.”

Experience

  • 5+ years of experience in financial and tax services
  • Thousands of tax returns prepared (not a service provided by LPL Financial)
  • Specializes in simplifying complex topics like retirement planning, equity compensation, and estate coordination

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 (held with LPL Financial)
  • Life & Health Insurance Licensed
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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
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