Get to know Lauren Ferraro, CFP®, CPC, CPFA, AIF®

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Lauren Ferraro, CFP®, CPC, CPFA, AIF®

Senior Wealth Manager

Lauren serves as a trusted advisor helping clients navigate all areas of their financial lives. She strives to take the burden of worry off client’s minds so they can focus on what is most important to them. Lauren works to identify solutions that serve the best interests of her clients while helping them reach their goals towards financial success. Money can be one of the most private parts of anyone’s life, so Lauren makes it a priority to develop a trusting relationship with clients to fully understand their needs.

Prior to joining Wheelhouse Advisory Group, Lauren served as an advisor at Moneta Group, has over 14 years of experience working in the wealth management industry and is a CERTIFIED FINANCIAL PLANNER™.  Outside of work, she enjoys spending time with her husband, Luke, and young daughter, Sophia. She is very active with outdoor activities and enjoys training for marathons, traveling, and reading.

Email: lauren@wheelhouseretirement.com

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.