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
When Life Changes, So Should Your Plan: A High-Net-Worth Guide to Financial Transitions
No one is immune from life’s curveballs. Here’s how high-net-worth investors can protect their wealth and make smarter decisions through five major …
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‘No’ Is Not a Dirty Word: Setting Boundaries with Wealth
Wealth can open many doors—but it can also make it harder to say 'no.' Explore how high-net-worth individuals can set clear, confident boundaries …
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8 Wealth Preservation Strategies for High-Net-Worth Investors
In unpredictable markets, protecting your wealth requires more than caution—it demands a sophisticated, strategic approach. Here are eight ways to …
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