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. 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. Lauren served as the 2021 President of the FPA of San Francisco and currently serves as the 2022 Chair.

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 looks forward to serving as a mentor again.

In her free time, Lauren enjoys spending time with family (especially watching her daughter, Nora, born in 2021, learn about the world around her and grow seemingly every day), hiking, exploring new cities and areas of her home city (San Francisco), horseback riding (she started riding when she was four years old), trying new restaurants and recipes, and enjoying jogs and long walks 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 can’t believe how quickly summer passed! She spent great time in Virginia visiting the Yeske Buie Team, family, and friends. She enjoyed seeing clients at our event in Virginia in July and in San Francisco in September. And now she is gearing up for end-of-year planning for our Clients.

Lauren is winding down her Board of Directors role as 2022 Chair of the Financial Planning Association of San Francisco. She has enjoyed being so involved with FPA as a local volunteer leader since 2011 (starting while in college!) and is looking forward to continuing to stay involved as a member.

Lauren’s sister got married in September and she and the entire family got to celebrate Nora’s first birthday together! Now to experience the joy of all of the holidays through a toddler’s eyes.