David Lauren
About David Lauren
I’m blessed to help people put their financial lives into perspective. I believe everyone deserves access to the tools and resources necessary to build their wealth and achieve financial independence. Whether you have clear-cut objectives, or would like to keep your plan more open-ended, I'm here to set you up for lasting success. I work with my clients, with an incredible team of CFP professionals behind me, to educate them and provide innovative solutions to help meet financial goals. We usually discuss savings, investments, retirement planning, insurance, and tax efficiency. Feel free to reach out if you would like to discuss any goals, if you have any questions, or want a reliable opinion. I'm looking forward to seeing what we can accomplish together!