Lauren Bauer, CFP®


Lauren Bauer is a CERTIFIED FINANCIAL PLANNER and NAPFA-Registered Advisor.  Lauren graduated from the University of Missouri – Columbia where she earned a Bachelor’s of Science in Personal Financial Planning and a minor in Psychology. She has over five years of experience in the banking industry. She also prepared taxes and provided financial counseling for low income individuals through the Office for Financial Success at Mizzou. She started with Triad Financial Advisors in June of 2015.

Lauren received the 2017 New Professional Award from the College of Human Environmental Sciences at University of Missouri-Columbia. This prestigious award recognizes an individual who has demonstrated early career excellence in a field related to the programs and mission of the College of Human Environmental Sciences/School of Social Work.

Lauren resides in Greensboro with her husband, Shaun and two dogs, Ellie and Archer.

Education

  • University of Missouri Columbia
    • B.S. Personal Financial Planning
    • Minor Psychology  
  • Society of Financial Service Professionals (SFSP) Industry Issues Competition, University of Missouri Columbia, 2015 First Place
  • CERTIFIED FINANCIAL PLANNER practitioner

Professional Memberships & Activities

  • National Association of Personal Financial Advisors (NAPFA)
  • Society of Financial Service Professionals (SFSP)
  • Board Member for The Dance Project
  • Member of The Junior League of Greensboro
  • Financial Times 300 Top Registered Investment Advisers – 2016, 2017, 2018
  • Women To Women Advisory Council