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 an Associate, Wealth Analyst 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 supporting the Wealth Advisors who work with both Domestic and International clients on the management of their trusts, estates and other 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 Financial Advisor professional.
Certified Trust and Financial Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in taxes, investments, financial planning, trusts and estates.