Savvy Ladies Volunteers
Lauren Beckett, CFP®, CEPA, CVB
Volunteer’s Bio
Lauren Beckett, CFP®, helps clients define their goals and build personalized financial plans for retirement, life transitions, and business succession. Beyond serving clients, she is dedicated to expanding financial literacy and increasing access to financial education throughout the Berkshire community.
Areas of Expertise (as specified by volunteer)
Budgeting;Career and Income;Debt Management;Family Finances;Investing;Marriage and Money;Retirement;Wealth Management
