Lauren Moone

Managing Director
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Areas of Expertise

Asset Allocation
Equity Compensation
Tax Strategies
Retirement Planning
Estate Planning

Qualifications & Experience

  • BA in Economics and Accounting, Claremont McKenna College
  • CFA Charterholder
  • CFP® Practitioner
  • CPWA® Certification

Media

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Words to Live By

The secret of getting ahead is getting started.
Mark Twain

Client Experience Professionals

Team Members

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About

Lauren has been providing investment advice to high-net-worth individuals, families, and institutions for 17 years – with a specialization in complex financial planning and tax-efficient portfolio construction. She advises clients on vital financial matters, including employer stock option optimization, wealth transfer strategies, and concentrated equity strategies. She also helps families navigate competing financial goals, such as saving for college and planning for retirement, while optimizing for other financial decisions along the way.

Prior to joining Farther, Lauren was Executive Vice President with Mirador Capital Partners – where she advised clients, wrote proprietary research, and chaired their investment committee. In Lauren’s previous role as Vice President and Director of Investments at First Republic, she was responsible for establishing the investment strategy and overseeing the implementation and performance of over $2bn of fiduciary investment portfolios. Earlier in her career, she worked with ultra-high-net-worth individuals and families to provide portfolio construction, asset allocation, and financial planning advice at Harris myCFO and Brownson, Rehmus & Foxworth; and she advised business owners on the sale of their companies as an investment banking analyst at Barrington Associates.

A native of Seattle, Lauren now resides in Livermore, CA with her husband and four children. She enjoys snowboarding, wake surfing, playing the piano, and cheering on the 49ers.