Cfp® Lauren Finn

Lauren Finn, CFP®, has a diverse work experience spanning various roles and industries. Lauren began their career as a Field Practicum at The Washington Center in 2010, followed by a Legal Internship at Kohn, Kohn, and Colapinto, LLP. In 2011, they served as a Constituent Services Intern for United States Senator Scott P. Brown.

In 2012, Lauren worked as a Post Graduate Financial Representative at Northwestern Mutual and later became a Case Manager at Pegaesus Advisors. Lauren then transitioned to a role as an Executive Financial Assistant at Pegaesus Advisors from 2007 to 2012.

From 2013 to 2015, Lauren was a Client Associate at Federal Street Advisors, specializing in conflict-free wealth advisory services and investment consulting. Lauren then joined Pathstone in 2016 and held multiple positions such as Advisor, Senior Advisor, Associate Director, Director, and Director of Advisory Integration. Currently, they serve as the Co-Director of Learning and Development at Pathstone.

Throughout their career, Lauren has gained extensive experience in wealth management, financial planning, client services, and internships in the legal and political sectors.

Lauren Finn, CFP®, completed their Bachelor of Arts degree at UMass Boston from 2008 to 2012. Lauren'sfield of study included Social Psychology, Philosophy and Law, and they also pursued a minor in Political Science. In 2014 and 2015, Lauren attended Boston University and obtained a Certificate in Financial Planning Program. Additionally, in December 2015, they obtained the CERTIFIED FINANCIAL PLANNER(TM) certification from the CFP Board.