Lauren L. Zuniga
CFP®
Financial Advisor
“An investment in knowledge pays the best interest.” – Benjamin Franklin
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Education &
Lauren Zuniga is a financial advisor based in Savant’s Fullerton, California office, where she helps clients navigate comprehensive financial planning strategies aligned with their short- and long-term goals. As a CERTIFIED FINANCIAL PLANNER® professional, she works closely with individuals and families on wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, and retirement income optimization. She also supports clients through insurance needs analyses, debt management strategies, and education funding decisions, bringing a thoughtful and organized approach to each engagement.
She has been involved in the financial services industry since 2016. Before joining Savant, Lauren served as a financial advisor with Kemp Financial Management, which joined Savant in 2024. Earlier in her career, she worked as an account manager for a local financial advisor, an experience that shaped her client-first mindset and attention to detail.
Lauren earned a bachelor’s degree in business management from California State University, Fullerton. Away from client work, Lauren stays active in her book club, enjoys spending time with family and friends, and visits the beach as much as she can.
Education &
Designations
- California State University, Fullerton
Bachelor of Science in Business Management - CERTIFIED FINANCIAL PLANNER® professional
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.