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Lauren Finn

CFP®*

Director

  • Partner

As a Director and Partner in Pathstone’s Boston office, Lauren directly advises several high-net-worth multi-generational families, specifically partnering with the next generation of clients, working through a range of financial planning and investment related topics. She also collaborates with clients’ outside advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice addressing cash flow, tax, insurance, retirement, and estate planning issues. In addition to Lauren’s client responsibilities, she is the Training Lead for the East Coast. Lauren also enjoys mentoring junior members of the firm as they begin and progress in their careers.

Lauren joined Pathstone from Federal Street Advisors (acquired by Pathstone in 2016), where she served on the Advisory team since 2013. Prior to that, she spent six years with Pegaesus Advisors (which was acquired by Carson Wealth in 2020) where she was responsible for crafting customized financial plans designated to meet clients’ unique goals and objectives.

Lauren is a graduate of the University of Massachusetts – Boston, where she earned her Bachelor of Arts degrees in Social Psychology and Philosophy of Law, as well as a minor in Political Science. She is a Certified Financial Planner TM professional and holds a Life, Accident, and Health license in the state of MA. Lauren is the Co-Chair to the Community Engagement Committee through the Boston Estate Planning Council (BEPC).

Outside of work, Lauren enjoys spending time hiking with her husband and Australian Shepherd puppy. She is a foodie who is always in the search of the next new restaurant to try with friends and family.

*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Group

Client Service Team

Investment Advisory

Certification

CFP®*

Office

Massachusetts

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As a Director and Partner in Pathstone’s Boston office, Lauren directly advises several high-net-worth multi-generational families, specifically partnering with the next generation of clients, working through a range of financial planning and investment related topics. She also collaborates with clients’ outside advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice addressing cash flow, tax, insurance, retirement, and estate planning issues. In addition to Lauren’s client responsibilities, she is the Training Lead for the East Coast. Lauren also enjoys mentoring junior members of the firm as they begin and progress in their careers.

Lauren joined Pathstone from Federal Street Advisors (acquired by Pathstone in 2016), where she served on the Advisory team since 2013. Prior to that, she spent six years with Pegaesus Advisors (which was acquired by Carson Wealth in 2020) where she was responsible for crafting customized financial plans designated to meet clients’ unique goals and objectives.

Lauren is a graduate of the University of Massachusetts – Boston, where she earned her Bachelor of Arts degrees in Social Psychology and Philosophy of Law, as well as a minor in Political Science. She is a Certified Financial Planner TM professional and holds a Life, Accident, and Health license in the state of MA. Lauren is the Co-Chair to the Community Engagement Committee through the Boston Estate Planning Council (BEPC).

Outside of work, Lauren enjoys spending time hiking with her husband and Australian Shepherd puppy. She is a foodie who is always in the search of the next new restaurant to try with friends and family.

*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.