Lauren Smith
Financial Advisor at United Financial Nw
Based in Portland, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Portland
Industry
Financial Services
Company size
7
Contact information
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l•••••••@unitedfinancialnw.com
Phone
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Background
About Lauren Smith
At United Financial NW, my mission is to bring clarity, confidence, and control to my clients' financial futures. With a B.S. in Accountancy from Oregon State University and a minor in Chemistry, I joined the team to leverage my skills and passion for helping others build better lives for themselves and their families. We are committed to helping our clients achieve financial freedom and security by building long-term relationships and providing tailored advice at every step. Our open architecture platform allows us to serve all our client’s needs, from asset management, retirement and estate planning strategies, protection elements, and strategies for businesses and owners. I currently hold FINRA Registration Series 7, 24, and 66 along with Life and Health Insurance Licenses. I also hold my CRES, and Cambridge Credentialed Holistic Financial Coach designations.
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