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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

Planning Specialties

Tax Strategy, Full-Service Wealth Management, Concierge Service, Comprehensive Financial Planning, New Wealth, High Earners, Sudden Wealth, Financial Transitions

Additional 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

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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.
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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.

Submit