CFP®, MBA, ADPA
Abraham began his professional career in social services assisting individuals with developmental disabilities find meaningful employment in the community. After multiple years of being at the discretion of the government’s budget, he began to look at other career paths. Enjoying assisting others, while also having a hobby of researching what to do with his own finances, led him to the financial planning profession.
After successfully completing his MBA and CERTIFIED FINANCIAL PLANNER™ designation, he still considers himself a student of the industry from client services to business management. He enjoys understanding the history of the field while staying current with the ever changing financial and legal landscape.
He currently serves on the Board of Directors of the Financial Planning Association for the San Francisco Chapter. Prior to reaching his planning goal of running his own Registered Investment Advisory firm, Abraham was a financial planner and chief operating officer at an advisory firm that consistently ranked in the top 1% at their broker-dealer of over 10,000 advisors. Eventually he assisted it to become its own independent advisory firm, as well. Throughout that time period he also led the firm’s investment management committee and spearheaded the planning solutions as well.
Outside of work, Abraham enjoys spending time with his two school-aged daughters whether it is volunteering at their school or enjoying new experiences with them.
Financial Planner and COO
Lauren is the firm’s Financial Planner and Chief Operating Officer, where her primary role is to make it easier and simpler for clients to reach their financial goals.
She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst® designation, as well as a degree in business administration and management. Previously, she has played at key role assisting clients at several Fortune 500 financial firms. It is her joy of helping others and in staying up to date in the vast variety of financial planning topics that makes her so valuable to clients each day.
She is fierce advocate for the LGBTQ community, having spearheaded the first advocacy team at T.Rowe Price when she worked there. She is a golfer, puzzle player, and loves playing with her black lab, Whistler.
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