Lauren WestLauren West, CFP®Vice PresidentWealth Advisor
Awards and Industry Recognition
Forbes
About Lauren
Lauren West is a Vice President and Wealth Advisor at J.P. Morgan Wealth Management.
Lauren provides focused attention, strategy and advice to clients of The Soja West Group, helping them resolve the complexities that significant wealth can pose. Thoughtful and thorough in her approach, she is skilled in helping clients pursue their goals with efficiency and resolve, capitalizing on a range of opportunities at their disposal.
Within the team, Lauren manages client portfolios and oversees financial planning, clarifying multiple facets of client wealth and charting a path to pursue each person's objectives. She offers a tax-sensitive approach, staying apprised of the factors that can impact clients' investment, wealth transfer and philanthropic decisions. Lauren also appreciates clients' desire to foster legacies that extend beyond their balance sheets. She looks to clarify the values of wealth creators and their families, cementing a vision that can inspire generations to come.
Lauren applies the knowledge she has gained from more than 15 years of experience in investing and wealth management. Prior to moving to J.P. Morgan Wealth Management with her team in 2023, she spent more than seven years at First Republic Private Wealth Management, where she most recently was a Vice President and Wealth Manager. Earlier in her tenure, Lauren led strategic corporate marketing initiatives for First Republic Private Wealth Management. Her career also includes more than six-and-a-half years with J.P. Morgan Chase Bank, where she was a Private Client Banker. She began her financial services career in 2009 with Keiretsu Forum, a global investment community of accredited private equity investors, venture capitalists and corporate/institutional investors. Lauren earned her B.S. in Business Administration with a concentration in Finance and a minor in Spanish from California Polytechnic State University—San Luis Obispo. Committed to professional excellence, she holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the CFP®Board of Standards, Inc.
Active in her local community, Lauren volunteers with organizations that focus on promoting financial literacy to young adults and school-age children. She serves on the Finance Advisory Board of the Orfalea College of Business at her alma mater. Lauren is also a current member of the Financial Planning Association of San Francisco and a former board member of Financial Women of San Francisco.
Outside of the office, Lauren loves to spend time with her young family exploring the North Bay.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Insights
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November 18, 2024Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowYour house may be spying on you. Save yourself.
November 15, 2024All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHow did our 2024 Mid-Year Outlook views play out?
November 15, 2024Our 2025 Outlook launches next week. Here’s how our previous views measured up.Read NowWhat strategies could you use now for more charitable impact – and lower taxes?
November 14, 2024Combine tax-loss harvesting with charitable gifting of appreciated securities to enhance your giving and gain tax relief.Read NowOctober 2024 CPI report: Inflation met expectations, supporting the Fed’s easing path
November 14, 2024The October 2024 CPI report met economists' expectations, supporting the Fed's easing path despite a slight year-over-year increase from 2.4% to 2.6%.Read NowHow to title your assets
November 14, 2024Asset titling can help ensure that your property and investments are passed down the way you intend. Mistakes in titling can lead to unintended consequences.Read NowShould you take the plunge? Discover the benefits and trade-offs of phasing into markets
November 13, 2024Taking a gradual approach to adding long-term equity exposure – known as phasing in, or dollar-cost averaging – can help reduce overall portfolio volatility.Read NowLosing a loved one: Tasks you may not want to delay
November 13, 2024During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now