Lauren Pearson, Cfp® Email and Phone Number
Lauren Pearson, Cfp® work email
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Lauren Pearson, Cfp® personal email
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Lauren Pearson, CFP® Managing Director, Partner The most important thing in my life is my family. My husband Andrew is prayerfully discerning next steps for his career. I am the mother of three smart and brave daughters. At the moment, they would all like to be dentists and I’ve convinced two out of the three they should attend the University of Georgia, my alma mater. I don’t have many hobbies, but I am interested in learning about everything. If research is considered a hobby, that would be my thing. This curiosity, which quite frankly can drive those closest to me crazy, is probably what makes me well suited for this profession. To support this passion professionally I have been designated as a Certified Financial Planner™ (CFP™), and it is what has led me to launch The Wealth Edit, a membership community for women to talk about wealth. The impact of putting a thoughtful plan in place will last for generations, and I understand the depth of this responsibility. What you will see and read from my online footprint is I principally engage in personal financial planning, asset allocation, portfolio construction and charitable gifting strategies for professionals and families. The key marker of these relationships is trust, transparency, and confidentiality. This is the work I have been doing for over a decade, designing and crafting hundreds of planning scenarios. It is not important to me to have the most assets under management, the mark of the industry, but it is deeply important that I do great work for the clients whom I serve. Beyond my family and my faith this practice is my life work. It is a privilege to lead The Wealth Edit and Somerset and to serve families across the United States. We currently reside outside Charlottesville Virginia where we are restoring a home.
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Managing Partner, FounderSomerset AdvisoryCharlottesville, Va, Us -
Managing Director, PartnerSomerset Advisory At Hightower Jun 2016 - PresentBirmingham, Alabama, UsFull service wealth management, financial planning, portfolio construction, asset allocation and financial coaching. Somerset is a research based advisory firm. -
FounderThe Wealth Edit Mar 2020 - PresentBirmingham, Us -
Wealth Management Advisor And Certified Financial Planner™Merrill Lynch Sep 2007 - Jun 2016New York, Ny, Us -
National Sales RepresentativeAmerican City Business Journals May 2005 - Mar 2007Charlotte, Nc, Us -
Regional ManagerAdvisory Board Company 2003 - 2005Washington, District Of Columbia, Us
Lauren Pearson, Cfp® Skills
Lauren Pearson, Cfp® Education Details
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The University Of GeorgiaJournalism
Frequently Asked Questions about Lauren Pearson, Cfp®
What company does Lauren Pearson, Cfp® work for?
Lauren Pearson, Cfp® works for Somerset Advisory
What is Lauren Pearson, Cfp®'s role at the current company?
Lauren Pearson, Cfp®'s current role is Managing Partner, Founder.
What is Lauren Pearson, Cfp®'s email address?
Lauren Pearson, Cfp®'s email address is la****@****ail.com
What schools did Lauren Pearson, Cfp® attend?
Lauren Pearson, Cfp® attended The University Of Georgia.
What are some of Lauren Pearson, Cfp®'s interests?
Lauren Pearson, Cfp® has interest in Social Services, Children, Arts And Culture, Economic Empowerment.
What skills is Lauren Pearson, Cfp® known for?
Lauren Pearson, Cfp® has skills like Wealth Management, Investments, Retirement Planning, Strategy, Leadership, Wealth, Portfolio Management, Financial Services, Public Speaking, Sales, Social Media, Finance.
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