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Lauren Desforge, AEP®, CDFA®, CFP®, CPA/PFS

Partner

Boston

Client Advisory

Biography

Lauren N. Desforge is a Partner in the Boston office and is a member of the firm’s Wealth Management practice. She has more than 30 years of experience providing personalized financial planning, tax planning, and investment advisory services to high and ultra-high net worth individuals and families. Lauren’s expertise includes advising individuals going through a transition. She has completed mediation training and MCLC’s Interdisciplinary Collaborative Law Training and is on the Board of the Massachusetts Collaborative Law Council (MCLC).

Prior to joining Cerity Partners, Lauren was a Managing Director with Daintree Advisors, joining the firm in 2011. In addition to providing wealth management services, Lauren was a member of Daintree’s Divorce Consulting Practice, advising individuals and couples and their attorneys or mediators on the financial aspects of divorce. Before Daintree Advisors, Lauren was a Vice President at Wells Fargo Family Wealth (and its predecessors Wachovia Bank and Tanager Financial Services). Lauren is a CPA and honed her tax and planning skills at Tofias, Fleishman Shapiro, and KPMG.

Lauren has two grown children and enjoys spending time with them and her large extended family at the family cottage in New Hampshire.

Education

  • B.A. in Accounting from Bentley University
  • M.S. in Taxation from Bentley University
  • MBA from the John Anderson School of Business at UCLA

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Public Accountant/Personal Financial Specialist
  • Certified Divorce Financial Analyst®
  • Accredited Estate Planner®
  • Volunteer financial coach for the Advisers Give Back organization, a non-profit organization that connects financial planners with low and moderate-income households to help them address current financial questions
  • Former financial coach for Budget Buddies, an organization that promotes financial literacy among low-income women

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.