Lauren A. Stansell, CFP^®

Partner & Senior Financial Planne

Yeske Buie Inc.

220 Montgomery St, Suite 900
San Francisco, CA 94104

FINANCIAL ADVISOR'S WEBSITE

www.yebu.com

(800) 772-1887 CONNECT WITH Lauren

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$3,000,000

General

Lauren Stansell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Yeske Buie Inc. in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

Yeske Buie is a prominent national wealth management firm with a mission of helping our clients harness their material and human resources in pursuit of their Live Big® life. Yeske Buie provides financial planning and asset management services and has over $700 million under management with a target of $1 billion under management. The founders of Yeske Buie, David B. Yeske, CFP® and Elissa Buie, CFP®, are leaders in the profession, both having been Chair of the Financial Planning Association (US). They are published writers (including The Journal of Financial Planning) and frequent speakers, both nationally and internationally and are active as Dean/Mentor in FPA’s Residency program. Both Dave and Elissa have been recipients of the P. Kemp Fain, Jr. Award, the Financial Planning profession’s lifetime achievement award. Yeske Buie has offices in Vienna, VA and San Francisco, CA.

Financial Advisor Experience

Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012. She earned her second honors bachelor’s degree in Finance, summa cum laude, from Virginia Tech’s CFP® Certification Education Track, a CFP Board-Registered program in December 2012. Lauren passed the CFP® exam in July 2014 and became a CFP® professional in February 2015. Lauren is currently pursuing her Master’s in Advanced Financial Planning with a concentration in Taxation through Golden Gate University. Lauren co-founded the Financial Planning Association (FPA®) Student Chapter at Virginia Tech and was the first president of the organization. In the first year of its existence, the chapter grew to over 70 students, making it the largest student chapter in the country. She handed off leadership after the first year, but loved staying involved and helping the chapter advance. Lauren enjoys engaging with the next generation of financial planners; she served as the Co-Director of NexGen for the FPA of the National Capital Area and is now serving as the Director of Marketing Communications for the FPA of San Francisco. She is a graduate of FPA’s Residency Program and had the honor of serving as a Mentor to the Residents at the June 2019 Residency Program.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Sudden Wealth