AeroLeads people directory · profile

Lauren Richman Email & Phone Number

Fee-Only Fiduciary Pointing the Way to Financial Freedom at Pointer Financial Advisors
Location: Washington Dc-Baltimore Area, United States 8 work roles 1 school
1 work email found @peakeadvisors.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email l****@peakeadvisors.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Pointer Financial Advisors
Role
Fee-Only Fiduciary Pointing the Way to Financial Freedom
Location
Washington Dc-Baltimore Area, United States

Who is Lauren Richman? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Lauren Richman is listed as Fee-Only Fiduciary Pointing the Way to Financial Freedom at Pointer Financial Advisors, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a work email signal at peakeadvisors.com and a matched LinkedIn profile for Lauren Richman.

Lauren Richman previously worked as Director of Client Services at Pointer Financial Advisors and Director of Client Engagement at Chesapeake Financial Advisors. Lauren Richman holds Bachelor Of Arts (B.A.), Communication from University Of Maryland.

Company email context

Email format at Pointer Financial Advisors

This section adds company-level context without repeating Lauren Richman's masked contact details.

{first}@peakeadvisors.com
86% confidence

AeroLeads found 1 current-domain work email signal for Lauren Richman. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Lauren Richman

Dynamic sales, marketing, and business development professional with a diverse and proven background in serving internal and external customers. Experience ranging throughout all business operations, managing multiple roles within professional services, consulting, and staffing firms to include: project management, business development, talent acquisition, marketing, employee care, contracts, proposals, website governance, event planning, social media management, human resources, compliance, operations, and finance. Thrives on the customer experience of both internal and external customers while motivated to help the organization achieve financial and cultural success through accountability management, coaching, and collaboration.

Listed skills include Customer Service, Business Development, Leadership, Marketing, and 10 others.

Current workplace

Lauren Richman's current company

Company context helps verify the profile and gives searchers a useful next step.

Pointer Financial Advisors
Pointer Financial Advisors
Fee-Only Fiduciary Pointing the Way to Financial Freedom
AeroLeads page
Company profile
View company profile Email format
8 roles

Lauren Richman work experience

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

Director Of Client Services

Current
Pointer Financial Advisors

Columbia, Maryland, Us

Pointer Financial Advisors (PFA) is a fee-only fiduciary firm offering financial planning and investment management. Principal and Founder, Tim Mudd, opened PFA in 2023 with the goal of providing exceptional customer service and the responsiveness our clients have come to know and trust.As a fee-only fiduciary firm, we are held to a higher standard and are to act with undivided loyalty to our clients. This means we forgo any and all commissions and referral fees and always act in the best interest of our clients. This is the fee-only fiduciary difference.lrichman@pointeradvisors.com | 301-804-0250 | www.pointeradvisors.com

Jul 2023 - Present

Director Of Client Engagement

Chesapeake Financial Advisors
Jul 2019 - Jun 2023

Director Of Client Engagement

Taylor & Company
Jul 2019 - Jun 2023

Assistant Office Manager, Logistics Coordinator For Key Accounts

Esschert Design Usa

Thurmont, Md, Us

Jun 2012 - May 2013
1 education record

Lauren Richman education

  • University Of Maryland
    University Of Maryland
    Communication
FAQ

Frequently asked questions about Lauren Richman

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

What company does Lauren Richman work for?

Lauren Richman works for Pointer Financial Advisors.

What is Lauren Richman's role at Pointer Financial Advisors?

Lauren Richman is listed as Fee-Only Fiduciary Pointing the Way to Financial Freedom at Pointer Financial Advisors.

What is Lauren Richman's email address?

AeroLeads has found 1 work email signal at @peakeadvisors.com for Lauren Richman at Pointer Financial Advisors.

Where is Lauren Richman based?

Lauren Richman is based in Washington Dc-Baltimore Area, United States while working with Pointer Financial Advisors.

What companies has Lauren Richman worked for?

Lauren Richman has worked for Pointer Financial Advisors, Chesapeake Financial Advisors, Taylor & Company, Altek Information Technology, Inc., and Accountability Experts, Inc..

How can I contact Lauren Richman?

You can use AeroLeads to view verified contact signals for Lauren Richman at Pointer Financial Advisors, including work email, phone, and LinkedIn data when available.

What schools did Lauren Richman attend?

Lauren Richman holds Bachelor Of Arts (B.A.), Communication from University Of Maryland.

What skills is Lauren Richman known for?

Lauren Richman is listed with skills including Customer Service, Business Development, Leadership, Marketing, Project Management, Social Media, Microsoft Excel, and Social Networking.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.