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.
Education and Certifications
Who I Best Work With
What Guides My Approach
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.”
- Lauren Heiman, Allworth Financial Advisor
More About Lauren:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9