We are an experienced team of holistic advisors collaborating with investment and risk managers to support every aspect of our clients’ unique financial goals.
ADVISORY TEAM MEMBER
Lauren Gooding is a Director, Wealth Advisor at Round Table Wealth Management. Lauren’s primary focus is supporting the firm’s family office clients to ensure the on-going administration of their complex multi-generational plans. Her responsibilities include developing and implementing financial plans for her clients in coordination with their attorneys, tax advisors and insurance professionals in order to manage their trusts, estates and other family entities.
Lauren is a graduate of Lehigh University with a B.S. in Finance, with a minor in Psychology and is a Certified Trust and Fiduciary Advisor professional.
Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which specializes in fiduciary and trust activities, financial planning, tax law and planning and investment management.