Lauren’s Approach
Lauren L. Zuniga
CFP®
Financial Advisor
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- California State University, Fullerton
Bachelor of Science in Business Management
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.