Lauren Podnos

CFP®
Personal Finance, Retirement, Investing
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“As a Certified Financial Planner®, Lauren Podnos works with people on a long-term basis as partners in achieving the things that are most important to them in life.”
Firm:

Wealth Care, LLC

Job Title:

Financial planner

Biography:

Lauren Podnos obtained dual Bachelors degrees in Finance and Marketing from Florida State University.  She studied the CFP®  curriculum at Georgetown University in Washington, D.C. and is a CFP Certificant.  Lauren has worked in the financial industry in both Washington DC and in New York City for institutions such as Fidelity Investments and TIAA.  She joined Wealth Care LLC in 2017 as a fee-only fiduciary financial planner.

At Wealth Care LLC, Lauren and her team's goal is to help clients achieve their goals and dreams through highly personalized, full-service financial planning and investment management. As independent, fee-only advisors, they sell no products, make no commissions, and work only for their clients. 

Assets Under Management:

$300 million

Fee Structure:

Fee-Only

CRD Number:

5959814

All Articles
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Most Helpful
May 2018
    IRAs, Retirement Plans, Retirement Savings
March 2018
March 2018
    Asset Allocation
January 2018
    Choosing an Advisor, Starting Out, Financial Planning

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