Lauren Adams, Cfa®, Cfp®
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Lauren Adams, Cfa®, Cfp® Email & Phone Number

Partner, CFFP and Financial Advisor, RJFS at Center for Financial Planning, Inc.
Location: Detroit Metropolitan Area, United States 10 work roles 3 schools
1 work email found @centerfinplan.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@centerfinplan.com
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Current company
Center for Financial Planning, Inc.
Role
Partner, CFFP and Financial Advisor, RJFS
Location
Detroit Metropolitan Area, United States
Company size
43 employees

Who is Lauren Adams, Cfa®, Cfp®? Overview

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Quick answer

Lauren Adams, Cfa®, Cfp® is listed as Partner, CFFP and Financial Advisor, RJFS at Center for Financial Planning, Inc., a with 43 employees, based in Detroit Metropolitan Area, United States. AeroLeads shows a work email signal at centerfinplan.com and a matched LinkedIn profile for Lauren Adams, Cfa®, Cfp®.

Lauren Adams, Cfa®, Cfp® previously worked as Partner & Director of Operations, CFFP/Financial Advisor, RJFS at Center For Financial Planning, Inc. and President, Board Member at Cfa Society Detroit. Lauren Adams, Cfa®, Cfp® holds Master Of Business Administration (Mba), Economics, Finance, Management, And Entrepreneurship, Graduated With High Honors from The University Of Chicago - Booth School Of Business.

Company email context

Email format at Center for Financial Planning, Inc.

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*@centerfinplan.com
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AeroLeads found 1 current-domain work email signal for Lauren Adams, Cfa®, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Lauren Adams, Cfa®, Cfp®

Lauren Adams, Cfa®, Cfp® is a Partner, CFFP and Financial Advisor, RJFS at Center for Financial Planning, Inc.. She possess expertise in equities, portfolio management, financial modeling, data analysis, stata and 11 more skills.

Listed skills include Equities, Portfolio Management, Financial Modeling, Data Analysis, and 12 others.

Current workplace

Lauren Adams, Cfa®, Cfp®'s current company

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Center for Financial Planning, Inc.
Center For Financial Planning, Inc.
Partner, CFFP and Financial Advisor, RJFS
Detroit, MI, US
Website
centerfinplan.com
Employees
43
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Company profile
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10 roles

Lauren Adams, Cfa®, Cfp® work experience

A career timeline built from the work history available for this profile.

Partner & Director Of Operations, Cffp/Financial Advisor, Rjfs

Current
Center For Financial Planning, Inc.

Southfield, Mi

Company ProfileFor nearly 40 years, Center for Financial Planning, Inc. has worked toward a mission of "improving lives through financial planning done right." Our team manages $1.7 billion dollars in investable assets for more than 1000 families (as of Aug 2024).I am a Partner, CERTIFIED FINANCIAL PLANNER professional, and the Director of Operations at Center for Financial Planning, Inc.®As a CFP® professional, I work with clients and their families to meet their financial planning goals. As a CFA® charterholder and former Senior Stock Analyst, I specialize in investments and serve on The Center Investment Committee.As Director of Operations, I strive to create an exceptional service experience for clients and their families. I lead The Center's back-office activities and work closely with the Client Service, Finance, Human Resources, and Marketing Departments.Center for Financial Planning is an independent registered investment advisor. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.Investment advisory services offered through Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services.

Jul 2016 - Present

Editorial Advisory And Securities Review Committee

Betterinvesting
Jul 2023 - Aug 2024

Product Manager, Equity Data

Morningstar

Product Manager, covering the Americas, for Morningstar's equity data business.

May 2014 - Apr 2015

Director Of Cross-Sector Equity Research

Morningstar

Manage U.S.-based research associates on the cross-sector equity research team and lead research efforts to deliver global insights based on Morningstar's quantitative data points

Jun 2013 - May 2014

Senior Equity Analyst

Morningstar

Senior stock analyst covering the healthcare sector and Europe

Mar 2013 - Jun 2013

Equity Analyst

Morningstar

Stock analyst covering the healthcare sector

Jul 2008 - Feb 2013

Research Intern

We Upjohn Institute For Employment Research
Aug 2007 - May 2008

Congressional Intern

Congressman Fred Upton
Jun 2007 - Aug 2007
Team & coworkers

Colleagues at Center for Financial Planning, Inc.

Other employees you can reach at centerfinplan.com. View company contacts for 43 employees →

JL Jeanette Lopiccolo, Cfp® Jeanette Lopiccolo, Cfp® Colleague at Center For Financial Planning, Inc.Southfield, Michigan, United States View → LD Logan Dimitrie Logan Dimitrie Colleague at Center For Financial Planning, Inc.Detroit, Michigan, United States View → AV Alex Valente Alex Valente Colleague at Center For Financial Planning, Inc.Detroit Metropolitan Area, United States View → JB Josh Bitel, Cfp® Josh Bitel, Cfp® Colleague at Center For Financial Planning, Inc.Detroit Metropolitan Area, United States View → ND Nick Defenthaler, Cfp®, Ricp® Nick Defenthaler, Cfp®, Ricp® Colleague at Center For Financial Planning, Inc.Brighton, Michigan, United States View → NE Nick Errer Nick Errer Colleague at Center For Financial Planning, Inc.Albion, Michigan, United States View → SH Selina Herberger Selina Herberger Colleague at Center For Financial Planning, Inc.Farmington, Michigan, United States View → MD Marisa Dobson Marisa Dobson Colleague at Center For Financial Planning, Inc.United States View → MT Matt Trujillo, Cfp® Matt Trujillo, Cfp® Colleague at Center For Financial Planning, Inc.Southfield, Michigan, United States View → GH Gerri Harmer Gerri Harmer Colleague at Center For Financial Planning, Inc.Southfield, Michigan, United States View →
3 education records

Lauren Adams, Cfa®, Cfp® education

Ba, Economics, Political Science

Kalamazoo College

Activities and Societies: Magna Cum Laude, Phi Beta Kappa, Graduated with Honors in Economics

FAQ

Frequently asked questions about Lauren Adams, Cfa®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Lauren Adams, Cfa®, Cfp® work for?

Lauren Adams, Cfa®, Cfp® works for Center for Financial Planning, Inc..

What is Lauren Adams, Cfa®, Cfp®'s role at Center for Financial Planning, Inc.?

Lauren Adams, Cfa®, Cfp® is listed as Partner, CFFP and Financial Advisor, RJFS at Center for Financial Planning, Inc..

What is Lauren Adams, Cfa®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @centerfinplan.com for Lauren Adams, Cfa®, Cfp® at Center for Financial Planning, Inc..

Where is Lauren Adams, Cfa®, Cfp® based?

Lauren Adams, Cfa®, Cfp® is based in Detroit Metropolitan Area, United States while working with Center for Financial Planning, Inc..

What companies has Lauren Adams, Cfa®, Cfp® worked for?

Lauren Adams, Cfa®, Cfp® has worked for Center For Financial Planning, Inc., Cfa Society Detroit, Betterinvesting, Morningstar, and We Upjohn Institute For Employment Research.

Who are Lauren Adams, Cfa®, Cfp®'s colleagues at Center for Financial Planning, Inc.?

Lauren Adams, Cfa®, Cfp®'s colleagues at Center for Financial Planning, Inc. include Jeanette Lopiccolo, Cfp®, Logan Dimitrie, Alex Valente, Josh Bitel, Cfp®, and Nick Defenthaler, Cfp®, Ricp®.

How can I contact Lauren Adams, Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for Lauren Adams, Cfa®, Cfp® at Center for Financial Planning, Inc., including work email, phone, and LinkedIn data when available.

What schools did Lauren Adams, Cfa®, Cfp® attend?

Lauren Adams, Cfa®, Cfp® holds Master Of Business Administration (Mba), Economics, Finance, Management, And Entrepreneurship, Graduated With High Honors from The University Of Chicago - Booth School Of Business.

What skills is Lauren Adams, Cfa®, Cfp® known for?

Lauren Adams, Cfa®, Cfp® is listed with skills including Equities, Portfolio Management, Financial Modeling, Data Analysis, Stata, Investments, Bloomberg, and Research.

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