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 Hidden Risk of Letting Taxes Lead Your Investment Decisions
If your portfolio decisions start with “How do I avoid taxes?” instead of “What supports my strategy?”, it may be time for a reset.
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Investing in Alternatives: A Strategic Look at What Belongs in a Modern Portfolio
Before adding gold, private equity, crypto, or real estate to your portfolio, make sure you understand where they truly add value… and where they …
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Love, Loss, and Clarity: The Conversations and Documents Every Couple Needs
If you weren’t here tomorrow, would your spouse know exactly what to do next? Here’s how to help make sure they’re never left guessing.
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