Lauren Stapleton
Grove Wealth Advisors
- Role
- Wealth Advisor at Grove Wealth Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Lauren Stapleton
Experienced Operations and Finance Leader with a demonstrated history of working in the retail and tech industry. Believer that happy and engaged employees make for the best customer experience. Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedSecurities offered through DFPG Investments, LLC (“DFPG”)Member FINRA/SIPC. Investment Advisory Services offered through Diversify Advisory Services, LLC (“DAS”). DAS and DFPG are affiliated entities. Grove Wealth Advisors is unaffiliated with DAS and DFPG.
Experience
Wealth Advisor
Oct 2022 — Present
Education
California Polytechnic State University-San Luis Obispo
B.S., Business Administration, Finance and Economics
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