Lauren Smith, Cfp® Email & Phone Number

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with Green Financial Group, I help guide clients to their best retirement outcomes through comprehensive planning and portfolio management. I serve as a sounding board to my clients whether that means developing a retirement plan, advising on strategic timing of Social Security withdrawals, establishing a client’s most optimal cash flow or supporting clients through unexpected financial situations. My goal is always to make the retirement planning and wealth management process both straightforward and strategic so that my clients have the road map they need for their continued success and most importantly, financial confidence.My focus on retirement planning is deeply personal. I have vivid memories of seeing my parents work hard and make sacrifices throughout their lives to ensure our family’s well-being. As an adult armed with financial expertise, I have been able to help them make a plan to achieve the well-deserved retirement of their dreams. I love being able to take on that role in other families as well where people, just like my parents, are making these important, and sometimes complicated, decisions about their lives. The most rewarding part for me at the end of the day is being able to make a big impact on my clients’ futures. After graduating with Honors from the University of Georgia with my degree in Finance, I earned my both my MBA from the University of Houston’s Bauer College of Business and a Masters in Science in Hospitality Management at their Conrad Hilton School. I also hold an AAMS (Accredited Asset Management Specialist) designation from the College of Financial Planning, the Series 7 and 66, and am a CERTIFIED FINANCIAL PLANNER™ professional (CFP®).Prior to joining Green Financial Group, I spent two years in New York where I worked for a Raymond James branch in Manhattan but I am happy to finally be back in the Lone Star State. A devout Bulldog, every fall you can find me in Athens, Georgia in the stands of UGA football games. I also love travelling with friends and spending time with my cat, Pippa, and dog, Mamba.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section.