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
We coordinate every aspect of our clients' finances — taxes, retirement, cash flow, benefits, estate, insurance, education, and business planning — to take the burden off of them so that they can get back to what they do best.Additional Information
We are an expert team built specifically for busy, high-achieving professionals. We offer personalized financial planning and tax strategy — designed to fit a demanding life. “These clients aren’t difficult. They’re maxed out. I know what that life looks like — I live it, and I’m married to it. My husband is a hospitalist, and I’ve seen firsthand how demanding these careers are and how little bandwidth is left for anything else. My goal is to remove that burden — to take care of their financial lives with precision, care, and patience — while making sure they feel supported and in control.”NAPFA Start Date
February 05, 2025
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