Lauren Huntsman Michelotti
Certified Financial Plannertm @Wealthnest Planners
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WORK HISTORY
Certified Financial Plannertm @Wealthnest Planners
Chandler, AZ, US
At Wealthnest, I’m part of a team that believes financial planning should be about people - not just portfolios. We’re proud to challenge the industry’s overemphasis on investments by focusing on the full picture: proactive tax planning, cash flow, equity compensation, estate planning, retirement strategy, student loans - you name it.Taking time to understand these personal variables is what we call the nestology™ difference - a planning approach that reflects the reality of your life, not just the numbers. Securities & Advisory offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to Contact Info section above. For a list of states in which I am registered to conduct securities business, please visit https://wealthnest.com/. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.
EDUCATION
Bowling Green State University
Bachelor of Science in Business Administration (BSBA), Finance | Concentration in Financial Planning
ABOUT LAUREN HUNTSMAN MICHELOTTI
Hi, I’m Lauren - a CFP® professional who helps clients turn “I really should figure that out” into clear, confident financial decisions.At Wealthnest, I serve as both a financial advisor and tax advisor because thoughtful planning shouldn’t live in silos. Most financial advice only looks at one piece of the puzzle – such as your investments, taxes, or estate planning - but rarely brings it all together. I help clients weave those pieces into a seamless strategy that brings clarity and intention to their financial lives.Most of my clients are busy professionals juggling careers, kids, aging parents…the works. They’re smart and capable; they just want someone who can step in as their personal CFO - the person who sees the whole picture, connects the dots, and helps make the complex feel manageable.My personal focus is serving women leaders and families, especially in the areas traditional financial advice often overlooks – things like navigating career pivots, caregiving, motherhood, and longevity planning. These experiences deserve thoughtful strategy and real financial alignment.
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