Certified Financial Planner | Senior Advisor at Moneta@ Moneta Group
Saint Louis, Missouri, United States
Lauren Hunt, MBA, CFP®, ABFP™
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College for Financial Planning
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Tell me more about Lauren Hunt, MBA, CFP®, ABFP™?
FlashIntel GPTLauren Hunt, MBA, CFP(r), ABFP(tm), is a highly experienced professional with 11.6 years of work experience. Based in Saint Louis, Michigan, she is dedicated to providing organized and stress-free financial life to her clients. Lauren helps manage resources and guide clients in ensuring their long-term financial goals are met. With a background in client service management, she has worked at Moneta Group in various roles, including Advisor and Client Service Manager. Lauren's expertise and dedication make her a valuable asset in the financial services industry.
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Emails and Phone Numbers
About
I stand beside my clients as they strive for an organized, stress-free financial life. I help manage their resources and guide in keeping emotions out of financial decision making. This helps my client focus on their long-term financial goals while adjusting their plan as life inevitably changes.
Work Experience
Certified Financial Planner | Senior Advisor at Moneta
Advisor
Client Service Manager
Financial Services
Lauren Hunt, MBA, CFP®, ABFP™'s Professional Milestones
- Advisor (2018-04-01~2021-04-01): Providing tailored investment recommendations to help clients make informed financial decisions.
- Certified Financial Planner | Senior Advisor at Moneta (2012-03-01~2016-12-01): Building strong client base through effective communication and exceptional service standards.
Education
Certification
Colleagues
Gene M. Diederich, CPA, CFP®
Partner
Steven Finerty
owner argent capital moneta group retirement plan services
Cynthia Kirkpatrick, CPA, CFP®
Family Chief Financial Officer
Eric Kittner
Chief Executive Officer | Chairman Of The Board
Cynthia Kirkpatrick, CPA, CFP®
family cfo at moneta she lift project podcast founder international best-selling author speaker community volunteer
Other Named Lauren Hunt, MBA, CFP®, ABFP™
Frequently asked questions
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Lauren Hunt, MBA, CFP®, ABFP™'s social media include: Linkedin,
Lauren Hunt, MBA, CFP®, ABFP™ works for Moneta Group
Lauren Hunt, MBA, CFP®, ABFP™'s role in Moneta Group is Certified Financial Planner | Senior Advisor at Moneta
Lauren Hunt, MBA, CFP®, ABFP™ works in the industry of Financial Services
Lauren Hunt, MBA, CFP®, ABFP™'s colleagues are Gene M. Diederich, CPA, CFP®,Steven Finerty,Cynthia Kirkpatrick, CPA, CFP®
Lauren Hunt, MBA, CFP®, ABFP™'s latest job experience is Certified Financial Planner | Senior Advisor at Moneta at Moneta Group
Lauren Hunt, MBA, CFP®, ABFP™'s latest education in College for Financial Planning
