Triad Financial Advisors, an independent financial planning and investment management company in Greensboro, NC announced today that Lauren Bauer has been awarded the CFP® certification.
Mrs. Bauer has worked at TFA since 2015 as a Financial Associate supporting the Financial Advisors with preparing personal financial plans and working with Client Services Coordinators to service client accounts.
Lauren Bauer graduated from the University of Missouri with a Bachelor of Sciences in Personal Financial Planning and a Minor in Psychology. She was involved as Vice President and Service Chair with the Financial Planning Association as well as a Financial Counselor and Service Chair for the Office for Financial Success. She currently serves on the Board of the Dance Project in Greensboro. She and her husband Shaun reside in Greensboro.
The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants must also agree to meet ongoing continuing education requirements and to uphold the Certified Planner Board of Standards Inc.’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
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