Lauren Mishra (CFP®, EA, PhD)

Lauren Mishra focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Medical Professionals
- Millennials
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Medical Professionals
- Millennials
Planning Specialties
Tax Strategy, Full-Service Wealth Management, Concierge Service, Comprehensive Financial Planning, New Wealth, High Earners, Sudden Wealth, Financial TransitionsAdditional Information
I take a hands-on approach that goes beyond traditional financial planning—personally managing the implementation of each client’s plan and handling the details so they can focus on living their lives, not tracking spreadsheets. My practice is built on long-term relationships rather than short-term transactions, and my clients value both the structure and the peace of mind that comes from having a system that simply works.
NAPFA Start Date
February 05, 2025
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.