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 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 earned an M.B.A. from the John Anderson School of Business at UCLA, a M.S. in Taxation and a B.A. degree in Accounting from Bentley University. She holds the CERTIFIED FINANCIAL PLANNER™ certification, the CPA/PFS (Certified Public Accountant/Personal Financial Specialist) designation, and the Certified Divorce Financial Analyst® and AEP® (Accredited Estate Planner) designations. Lauren has been named by Boston Magazine as a Five Star Wealth Manager five times since 2017.
Lauren volunteers as a 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. She has also been a financial coach for Budget Buddies, an organization that promotes financial literacy among low-income women.
Lauren has two grown children and enjoys spending time with them and her large extended family at the family cottage in New Hampshire.
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