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

A flat fee only fiduciary for physicians.

Additional Information

When my husband became an internist, finding a financial advisor we could trust and that understood our needs was more difficult than we had expected.  I decided to create an objective, full-service financial planning practice, free of conflict, and reliant on science and dedicated it to simplifying the lives of overworked medical professionals.  All client relationships and interactions are entirely confidential.  Advising may be done virtually, remotely, or in-person.   

NAPFA Start Date

May 18, 2020


This Office

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