Lauren Rathsack, CFP®
Advisor AssociateLauren is an advisor associate based in the firm’s Fulton, Maryland office, serving as an additional point of contact for clients and working closely with advisors to process client requests. She brings a deep passion for helping others achieve their financial goals to her work and likes to give back by educating youth on the importance of financial literacy.
Previously, she worked as a private client associate for QL Wealth Advisors, also completing two wealth management internships during her time as a student.
A graduate of Salisbury University, Lauren earned a bachelor’s degree in finance and holds the CFP® designation.
Previous Experience
- Private Client Associate at QL Wealth Advisors
- Financial Planning Intern at InFocus Financial Advisors
- Wealth Management Intern at Academy Financial
Education & Credentials
- BS, Salisbury University, Finance – Financial Planning Track, cum laude
- Certified Financial Planner®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
