Lauren Zangardi Haynes (CFP®, CIMA)

Lauren Zangardi Haynes focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Additional Information

Lauren is a CERTIFIED FINANCIAL PLANNER ® and a CERTIFIED INVESTMENT MANAGEMENT ANALYST ® which is sponsored by the Investment Management Consultant’s Association. Lauren graduated Cum Laude with a degree in Political Science from James Madison University and completed her Certificate in Financial Planning at Virginia Commonwealth University.

At Evolution Advisers Lauren’s goal is to help clients identify a path from where they are to where they want to go. This frequently involves detailed cash flow analysis, student loan management, investment analysis, tax and estate strategy among other areas. Once a plan has been created Lauren enjoys helping her clients turn their goals and dreams into reality.

Before coming to Evolution Advisers Lauren worked for Bank of America in their consumer banking division and for U.S. Trust. While at U.S. Trust Lauren gained experience working with high net worth clients and developed a deep understanding of investment management and some of the tribulations associated with the transfer of significant wealth. 

When she isn’t contemplating people’s financial lives or blogging at www.wordsonwealth.com, Lauren enjoys chasing around her 3 kids, reading, and trying the many wonderful restaurants in Richmond, VA. Lauren has been quoted in the New York Times, Forbes, Investopedia, U.S. News and World Report, Credit.com, Bustle and she occasionally writes for Richmond Family Magazine.

 

NAPFA Start Date

June 01, 2016

Industry Start Date

July 15, 2005

This Office

15521 Midlothian Tpke Ste 102 Midlothian, VA 23113-7313 Phone: (804) 794-1981 Fax: (804) 379-7646