Anna Lautenbach (CEPA, CFP®, ChFC®, CLU, EA, Master of Science Accounting)

Anna Lautenbach focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Tax Planning
  • Women's Financial Planning Issues

NAPFA Start Date

January 12, 2021


This Office

3418 Monroe St Madison, WI 53711-1702 Phone: (608) 234-4127