Lauren Heiman
Financial Advisor
Lauren Heiman is a financial advisor who specializes in working with Allworth Financials’ clients. She was born and raised in New York, she earned her undergraduate degree from Hartwick College. Where she had a dual degree in Accounting and Business Administration. She has been in the industry for over 10 years now. In her spare time she coaches the local high school volleyball team. She loves to travel, where she is trying to get to all 50 states.
My favorite part of advising clients is empowering them to understand their financial future. Together we are able to collaborate and construct a retirement plan that aligns with their dreams. There are many paths to financial security, and I'm committed to guiding them every step of the way.
Latest Insights
Selling Your Business? Smart Tax Strategies to Maximize After-Tax Proceeds
Most business owners tend to focus on what they’ll sell for. Far fewer focus on what they’ll actually keep. And without a coordinated plan, taxes can …
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When Affordability Isn't the Question Anymore, That's When Things Gets Interesting
Lifestyle creep doesn't break anything. It just quietly reshapes the assumptions underneath everything else, usually before anyone thinks to look.
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Why a Real Financial Advisor Matters in an AI World
AI can be a powerful tool, but when it comes to building a personalized, adaptable financial plan, there’s no substitute for the judgment, …
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