Meet Lauren.

Lauren Huntsman CFP® Chandler Arizona
Lauren H. Michelotti, CFP®, CSLP

Financial & Tax Advisor

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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.
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“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
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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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* not a service provided by LPL Financial

** held with LPL Financial

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