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Mini lauren rich linscomb williams
Linscomb & Williams
Houston, TX

Lauren Rich

CFP®
Helping clients to secure their futures and achieve their goals.
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Meet Lauren

Lauren Rich is a Wealth Advisor of Linscomb & Williams (L&W) and has served in this role since January 2018. Prior to that, she was a Senior Financial Planner for the firm from April 2016 through December 2017 and a Financial Planner from May 2012 to April 2016. Also with L&W, Lauren was a Client Service Associate/Account Administrator from February 2011 to May 2012. Before joining L&W, Lauren was a…

Lauren Rich is a Wealth Advisor of Linscomb & Williams (L&W) and has served in this role since January 2018. Prior to that, she was a Senior Financial Planner for the firm from April 2016 through December 2017 and a Financial Planner from May 2012 to April 2016. Also with L&W, Lauren was a Client Service Associate/Account Administrator from February 2011 to May 2012. Before joining L&W, Lauren was a Senior Financial Analyst at an investment consulting firm in downtown Houston for 2.5 years. She holds a Bachelor in Business Administration in Finance from The University of Texas at Austin. Lauren is a Certified Financial Planner® practitioner. She holds an active membership with the Financial Planning Association (FPA).


Services offered

Investment Management
Financial Planning
Investment Consulting
Asset Allocation
Retirement Planning

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Flat Fee/Retainer
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors - The University of Texas at Austin
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