LAUREN STANSELL, CFP®

PARTNER • SENIOR FINANCIAL PLANNER

Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a CFP Board-Registered program in December 2012. Lauren passed the CFP® exam in July 2014 and became a CFP® professional in February 2015. Lauren earned her Master’s in Advanced Financial Planning with a concentration in Taxation through Golden Gate University in 2019.

Lauren co-founded the Financial Planning Association (FPA®) Student Chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to over 70 students, making it the largest student chapter in the country. She handed off leadership after the first year, but loved staying involved and helping the chapter advance. Lauren enjoys engaging with the next generation of financial planners; she served as the Co-Director of NexGen for the FPA of the National Capital Area and is now serving as the Director of Marketing Communications for the FPA of San Francisco. Lauren is currently the 2019 President-Elect of the FPA of San Francisco.

Lauren is a graduate of FPA’s Residency Program and had the honor of serving as a Mentor to the Residents at the June 2019 Residency Program. She is looking forward to serving as a mentor again in June 2020.

In her free time, Lauren enjoys spending time with family and friends (and her dog, Bella), hiking, exploring new cities and areas of her home city (San Francisco), horseback riding, trying new restaurants and recipes, and enjoying a jog along the San Francisco Bay.

Client Focus: As a Financial Planner, Lauren strives to empower Clients to pursue their Live Big lives, to be their “deep breath” in times of need, and to facilitate and participate in the meaningful relationships built. Lauren is also deeply involved in Yeske Buie’s recruiting, hiring, onboarding and training processes; always working to ensure Yeske Buie’s processes are efficient, effective, and up-to-date.

Current Update: Lauren recently attended another virtual conference with the FPA of the National Capital Area. She enjoyed the speakers and is again grateful to great chapter leaders who continue to ensure quality learning opportunities are available to all FPA members!

On a related note, Lauren is sad one of her favorite conferences, FPA Far West Roundup, which is held on the UC Santa Cruz campus, will not be held in person this year. But it will be held virtually! She’s looking forward to great sessions and seeing familiar faces for a couple days on Zoom.

Lauren is enjoying all of the time she is getting to cuddle with Bella, her 14-year-old chihuahua, while working from home and enjoying many evenings and weekends at home. She’s also enjoying every minute of (socially distanced) fresh air she’s getting – long walks and slow runs are her favorite.

Lauren hopes everyone continues to stay safe and healthy, Live Big® during these times, and find the bright moments of life every way possible!