Lauren Adams: Financials with Heart

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Lauren Adams, the Director of Operations at the Center for Financial Planning, a privately held wealth management firm.

Lauren has always had a strong work ethic that combines with a passion for working towards a greater good. Even as she pursued education, and then a career, in financials, she wasn’t interested in the large public firms and the Wall Street culture. Rather, she focused on finding a work environment that fit her mission of working towards a greater purpose. And in the two companies she’s worked for since graduating – Morningstar and the Center for Financial Planning – she’s found just that. 

Tune in for this episode as Lauren and Paul discuss why Lauren shifted from being a stock analyst to a personal financial planner, how the Center for Financial Planning is unique in its industry, and what helped Lauren to get through the early days of the pandemic – all while she was creating new company policies, going through the Small Giants Leadership Academy, and raising a newborn.