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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
Retirement Planning
Tax Planning
College Planning
Estate Planning
Long-Term Care Planning

Experience with

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

Fee structure

Based on % of assets

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors - The University of Texas at Austin
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