Meet Lauren.
Lauren Huntsman
Certified Financial Planner
CFP®, CSLP
“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
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
