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
Our firm offers deeply comprehensive planning for first-generation earners who are ready to hand off the complexity and get back to living. From tax strategy to investment management, cash flow planning to retirement design, we handle it all — with precision, care, and year-round support. For the do-it-yourselfers, we’re the trusted copilots by your side every step of the way.Additional Information
We are a woman-led advisory firm helping first generation high income earners build and protect wealth with personalized financial and tax strategies.NAPFA Start Date
February 05, 2025
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