Lauren Kingsten, Cfp® Email & Phone Number

I help those who have achieved financial comforts by providing consistent, excellent service in all aspects of financial planning. I love building relationships with my clients, figuring out what is important to them and delivering outstanding service catered to their unique needs. Areas I focus on include, but are not limited to, pre- and post-retirement planning, diversification of investments, charitable giving and planning for college savings. I am naturally a “big picture” thinker so in addition to the work I do with clients, I strive to improve overall efficiency and further strengthen procedures.Prior to joining Acropolis, I was a banker for ten years. I spent seven of those years as a Bank Manager, where I gained substantial real world experience as I tackled a multitude of diverse situations. My time as a manager as well as my 20+ years in finance have shaped my high standards of service, the level of self-accountability I maintain as well as a desire for continuous improvement. I’m truly passionate about all of my work, but my favorite moment is when a client relationship evolves into a relationship of mutual trust, respect and overall enjoyment and appreciation of the partnership being built. I strive for my clients to say, “Lauren exceeds my expectations. I know she is on top of the details so I can spend time with my family and focus on the things that are important to me.”Acropolis is an investment management firm that is well grounded in both academic theory and real world experience. As wealth management professionals, we invest in our clients’ interests first and foremost. Through outstanding service, sound advice and exceptional results we build personal relationships that last a lifetime. We value integrity and honest advice above all else, and we practice what we preach. This means we invest alongside our clients, using the same securities and strategies as those we recommend. This keeps us keenly aware of the risks and opportunities.Learn more at our website: http://acrinv.com

Listed skills include Portfolio Management, Investment Advisory, Strategic Financial Planning, Volunteering, and 9 others.

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  University Of Missouri-Saint Louis

  Finance