Lauren Mishra (CFP®, PhD)

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

  • Business Owners
  • Financial Psychology/Coaching
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Medical Professionals
  • Millennials

Planning Specialties

Physicians at all stages of their careers

Additional Information

Basically, I am a proud nerd that can never keep still. After earning my bachelors degree in Chemistry at the University of Georgia, my masters degree in Biophysics at the University of Virginia, and then my doctorate degree in Medicinal Chemistry at the University of Michigan, I worked as a synthetic chemist for ten years. But then I found my scientific interests piqued by financial planning in a way that I never expected. I love that no two clients are exactly alike and that each requires a unique strategy, both financially and psychologically. I am always happiest when I am learning something new, and I love that my clients’ ever-changing lives provide me with literally endless opportunities to become a better financial planner. When my husband became an internist, traditional firms treated us like every other client and wanted to invest our money without understanding our values or goals. I designed EBFP to specifically cater to the diverse needs of physicians at every stage of their careers.

NAPFA Start Date

May 18, 2020

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This Office

4960 E Paseo Del Bac Tucson, AZ 85718-6833 Phone: (706) 969-9404