Lauren Pearson, Cfp®

Lauren Pearson, Cfp® Email and Phone Number

Managing Partner, Founder @ Somerset Advisory
Charlottesville, VA, US
Lauren Pearson, Cfp®'s Location
Charlottesville, Virginia, United States, United States
Lauren Pearson, Cfp®'s Contact Details

Lauren Pearson, Cfp® work email

Lauren Pearson, Cfp® personal email

About Lauren Pearson, Cfp®

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.

Lauren Pearson, Cfp®'s Current Company Details
Somerset Advisory

Somerset Advisory

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Managing Partner, Founder
Charlottesville, VA, US
Lauren Pearson, Cfp® Work Experience Details
  • Somerset Advisory
    Managing Partner, Founder
    Somerset Advisory
    Charlottesville, Va, Us
  • Somerset Advisory At Hightower
    Managing Director, Partner
    Somerset Advisory At Hightower Jun 2016 - Present
    Birmingham, Alabama, Us
    Full service wealth management, financial planning, portfolio construction, asset allocation and financial coaching. Somerset is a research based advisory firm.
  • The Wealth Edit
    Founder
    The Wealth Edit Mar 2020 - Present
    Birmingham, Us
  • Merrill Lynch
    Wealth Management Advisor And Certified Financial Planner™
    Merrill Lynch Sep 2007 - Jun 2016
    New York, Ny, Us
  • American City Business Journals
    National Sales Representative
    American City Business Journals May 2005 - Mar 2007
    Charlotte, Nc, Us
  • Advisory Board Company
    Regional Manager
    Advisory Board Company 2003 - 2005
    Washington, District Of Columbia, Us

Lauren Pearson, Cfp® Skills

Wealth Management Investments Retirement Planning Strategy Leadership Wealth Portfolio Management Financial Services Public Speaking Sales Social Media Finance Wealth Management Services Financial Planning Risk Management Marketing Strategy Financial Advisory Digital Media Investment Strategies Alternative Investments Strategic Planning Investment Management Certified Financial Planner Registered Investment Advisor Holistic Financial Planning Tax Efficiency Intergenerational Wealth Transfer Charitable Remainder Trusts Charitable Gift Annuities Donor Advised Funds Endowment Funds

Lauren Pearson, Cfp® Education Details

  • The University Of Georgia
    The University Of Georgia
    Journalism

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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