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
The Wealth Preservation Trap: When Playing It Too Safe Can Cost You
Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.
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The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December
December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.
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Charitable Giving Is Easy. Tax-Efficient Charitable Planning Is Harder.
Donating is simple. Building a giving strategy that's integrated, tax-smart, and aligned with your family's values? That takes intention.
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