Lauren Podnos (CFP®)

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

  • AUM
  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

Lauren Podnos obtained dual Bachelors degrees in Finance and Marketing from Florida State University.  She studied the CFP®  curriculum at Georgetown University in Washington, D.C. and is a CFP Certificant.  Lauren has worked in the financial industry in both Washington DC and in New York City for institutions since graduating.  She joined Wealth Care LLC in 2017 as a fee-only fiduciary financial planner.  

NAPFA Start Date

January 05, 2018

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This Office

405 Sims Way Merritt Island, FL 32952-5233 Phone: (321) 505-7592 Fax: (815) 307-3777