Lauren Mendel, CFP®
Financial Advisor
Yorktown, Virginia
Frequently Asked to Help With
- Retirement Readiness
- Financial Foundations
- Roth Conversion Planning
- Organizing Financial Priorities
- Budgeting
Credentials & Experience
CFP® Professional
5+ Years Experience
Fee-Only Fiduciary
A complimentary introductory call to discuss your goals, questions, and priorities.
Outside the Office
As a military spouse, Lauren has had the opportunity to live in and experience different parts of the world, strengthening her adaptability and appreciation for different perspectives.
When she’s not helping clients organize their financial lives, Lauren can usually be found wrangling her three wild children (four if you include her husband) and continuing her relentless search for the perfect breakfast taco outside of Texas, which has yet to be found.
Much like her approach to financial planning, she enjoys finding solutions to complex problems, staying curious, and helping bring order to life’s chaos whenever possible.
Have a Financial Question?
Lauren works with clients through Retirement Readiness and Financial Foundations planning projects, helping individuals and families organize their finances, evaluate important decisions, and move forward with greater confidence.