Lauren Moone, CFA, CFP® - Financial Advisor at Farther

Services Offered

• Investment advice
• Tax-efficient portfolio construction
• Equity strategies
• Wealth transfer
• Retirement planning

About

Lauren Moone is a financial advisor based in San Francisco, California, providing investment advice to high-net-worth families. She specializes in tax-efficient portfolio construction, equity strategies, wealth transfer, and retirement planning. With 17 years of experience in wealth management, Lauren offers comprehensive financial planning services tailored to the unique needs of her clients. As a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®), she is well-equipped to help families navigate complex financial situations.

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