Lauren Adams, CFA®, CFP®

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Director of Operations

Director of Operations

 

Lauren Adams, CFA®, CFP®, is Director of Operations at Center for Financial Planning, Inc.® As Director of Operations, she strives to create an exceptional service experience for clients and their families. She leads The Center’s back-office activities and manages the Client Service, Marketing, Finance, and Human Resources Departments. She also serves on The Center Investment Committee.

Lauren has been in the investment field since 2008 and joined The Center in 2016. Before joining The Center, Lauren worked at Morningstar as a senior equity analyst, director in charge of new associate development, and product manager for equity data. During that time, media sources like the Financial Times, Fortune, SmartMoney, and Forbes frequently turned to her as a trusted source of information.

After several years in Chicago, Lauren and her husband, Chris, spent a year traveling to more than 50 countries before returning to her home state of Michigan. They live in Allen Park with their son.

EDUCATION:

  • Master of Business Administration, with High Honors, University of Chicago Booth School of Business

  • Bachelor of Arts, Economics, Kalamazoo College

Licensing & Certifications:

  • Chartered Financial Analyst® (CFA®)

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • Series 7 and Series 63 Securities Licenses