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Lauren King

Compass Advisors Managing Partner, Certified Financial Planner Finance Port Washington, NY
About Lauren
I am a busy mom of 4, owner of a wealth management firm and active community member.

After years on Wall Street and in Corporate America, it was imperative for me to find a career that allows me to help others while also providing flexibility to be a very-present mother. In 2010, I joined my father's financial advisory practice and became his succession/retirement plan. Together with the most incredible business partner we have doubled the firm since acquiring it in 2015. (And my father has entered into a wonderful retirement.)

In 2017, we transitioned the entire firm to a Registered Investment Advisory firm (industry-speak, sorry). We pride ourselves on our Independence and being Fiduciaries for our clients which means we always act in their best interest.

Most importantly, I am a financial planner. I help my clients organize their financial lives to make sure they are prepared for any unknown while ultimately helping them reach their goals.

I love what I do. And I know that having a career I enjoy and feel proud of allows me to be my best self for my husband and 4 young children.

Discipline is the bridge between goals and accomplishment.

How many kids? Ages?

Tyler / Male / 6 years old
Zachary / Male / 4 years old
Ellie / Female / 1 year old
Ryan / Male / 1 year old

Interested In

Collaborating, Consulting, Finding a Mentor, Friendship, Mentoring, Networking

Words you live by/quotes you love

Discipline is the bridge between goals and accomplishment.

What special skill, talent or gift would you like to give back to the community?

My ability to see the big picture and take action by planning effectively. I am a connector by nature and always look to help others achieve their goals.

What is your biggest business challenge right now?

Balancing Work & Motherhood

What do you want to achieve in 2018, personally and professionally?

Professionally I'd like to maintain our growth trajectory while continuing to innovate our processes and client service. Personally I'd like to find a life balance that allows me to prioritize my family and my well-being.

Why do you want to be a part of heymama?

I am constantly looking to grow and learn from amazing women who share my professional ambition and love of family.

xx Lauren King

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