Lauren is a Wealth Advisor and founding partner of Grove Wealth Advisors. In partnership with her dad, Lauren has a multi-generational wealth planning approach to maintain long term relationships with her clients. Lauren likes to make something complex like financial planning become simple so her clients can understand what’s most important. Lauren has always gravitated towards using numbers to problem solve and specializes in retirement planning, tax strategies, investment management, and company stock plans. She believes that each client has unique goals and situations and she is committed to finding a personalized solution to fit their needs.
She graduated from Cal Poly, San Luis Obispo, in Business Administration with a concentration in Finance and a minor in Economics. Lauren began her career at Apple where she had several roles including Acquisitions and leading a team in Retail Store Strategies Finance. She pursued a couple of startups in the Tech and Consumer Services industry, with other former Apple employees, before transitioning into Wealth Management to partner with her dad, Bill Parente.
Lauren lives in Santa Rosa with her husband Sean, 3 daughters, and dogs. A former soccer player, Lauren is active and enjoys pilates, running, tennis, and golf. She is a member of a few local organizations focused on child development and Women’s Health. She chose to be an Advisor because she likes to help people and continuously learn. She is passionate about working with a team where everyone loves what they do.
Licenses and Registrations:
- Series 7 FINRA General Securities Representative
- Series 66 Uniform Combined State Law
- California Life, Health & Accident, Variable Contracts (License #4125501)
- Bloomberg Certification – Fixed Income and Equities