Lauren Locker (CFP®)
Lauren Locker focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Retirement Planning & Distribution Rules
- Women's Financial Planning Issues
Planning Specialties
Lauren has extensive experience in working with women and non-traditional families, especially those who are facing significant life transitions, such as career changes, divorce, support of adult children, elder care issues and other situations that present significant challenges and opportunities.
Additional Information
Lauren has been a hospice volunteer and is a member of her town's Civilian Emergency Response Team (CERT).
NAPFA Start Date
April 01, 1998