About Me

About Me.

Lauren Huntsman

Certified Financial Planner CFP®, CSLP

Hello. My name is Lauren Huntsman. I am a Certified Financial Planner CFP® and a Certified Student Loan Professional CSLP® at Wealthnest Planners.

Finance isn’t complicated. Well at least it shouldn’t be. And with the internet there’s no longer a barrier to information, the issue is now what information can you trust? Take it one step further and what information can you trust to make a potentially life-altering decision? (No pressure, right?) Therein lies the gap. The world moved ahead, and financial education hasn’t even taken a step in the 21st century.  

So as an elder millennial myself I think it’s time we shake things up a little bit. My hope is that I can explain super boring concepts in a not so boring way, so when HR gives you your equity comp package, or when your spouse asks whether your 401k offers traditional or roth options, you don’t feel like they’re speaking another language. Oh yeah, I forgot to mention taxes are a thing right? Code, law, and specifics change about every 10 months or so, raise your hand if you’ve taken a class in taxes recently! Or ever? Didn’t think so.  

Financial Planner Ahwatukee Arizona

Experience

  • 5+ years of experience in financial and tax services
  • Thousands of tax returns prepared (not a service provided by LPL Financial)
  • 1st job – Finders Record Store (Northwest Ohio)

Education

  • Bowling Green State University; BS in Finance, Concentration in Financial Planning
  • Certified Financial Planner
  • Certified Student Loan Professional
  • Holds Series 7, Series 63, Series 65 (held with LPL Financial)
  • Life & Health Insurance Licensed

Personal

  • Mother of two adorable kittens
  • Must read the book before seeing the movie
  • Afraid of heights but has also skydived
  • Favorite days are spent with family and on a lake
  • Master of time management…can finish both a hike and an entire Netflix series in one weekend