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Biography

Lauren G. Gooding is a Principal in the Boca Raton office. Her primary focus is supporting family office clients to ensure the on-going administration of their complex multigenerational plans. Lauren’s responsibilities include developing and implementing financial plans for her clients in coordination with their attorneys, tax advisors and insurance professionals in order to manage their trusts, estates and other family entities.

Prior to joining Cerity Partners, Lauren served as a Director, Wealth Advisor at Round Table Wealth Management, where she had been with the firm since 2008. In this role, she was responsible for delivering comprehensive wealth management services to family office clients.

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Education

  • B.S. in Finance with a minor in Psychology from Lehigh University

Highlights

  • Certified Trust and Fiduciary Advisor (CTFA)

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