Lauren Adams, CFA®, CFP®

Connect with Lauren: Email | LinkedIn | My Blogs

Director of Client Services

Director of Client Services

 

Lauren Adams, CFA®, CFP® is the Director of Client Services at Center for Financial Planning, Inc.®. She joined The Center in 2016 and has been in the investment field since 2008. As Director of Client Services, Lauren works to create an exceptional service experience for clients and their families. She is responsible for the management and training of client service managers and associates and hiring for new client service employees. Lauren oversees The Center’s back-office activities and works to continually meet and exceed department objectives. She also serves on the Investment Committee and assists in the development of model portfolios.

Prior to 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 this time, she was frequently quoted in the media, including the Financial Times, Fortune, SmartMoney, and Forbes. She is a CFA® charter holder and graduated from the University of Chicago Booth School of Business with high honors in 2012. She earned the CERTIFIED FINANCIAL PLANNER™ certification in 2017.

After several years in Chicago, Lauren and her husband Chris spent one year traveling to over 50 countries before returning to her home state of Michigan. They live in Allen Park with their son Charlie, dog Winston, and fish Goldman and Chase.

Education:

  • Masters in Business Administration, University of Chicago Booth School of Business
  • Bachelor of Arts, Economics, Kalamazoo College

Areas of Focus and Interest:

  • Client service and operational improvement
  • Equity research and investing