Lauren Anastasio, MBA, CFP®

Lauren Anastasio is a highly educated and skilled financial advisor with significant experience in the banking and financial services industry. She holds a Bachelors in Business Administration, Management and Operations, Psychology, an MBA in International Business from the University of Delaware, an MIB in Management from Grenoble Ecole de Management, and has also completed a Financial Planning and Services program at Boston University. Anastasio's expertise in financial planning, banking, and wealth management began as a Private Banker at J.P. Morgan, where she also worked as a Senior Client Service Associate in their Private Bank. She then moved on to become a Learning and Development Business Partner, Relationship Manager, and Financial Planner at SoFi, where she worked with a team of CERTIFIED FINANCIAL PLANNER™ professionals. Currently, Anastasio serves as Director of Financial Advice at Stash, a digital investment platform that provides guidance and insight for users looking to invest in stock and other securities. Her extensive knowledge base and hands-on experience make her a valuable asset to any team in the financial services industry.