Lauren A. Estes,  CFP<sup>&reg;</sup> - Financial Advisor

Lauren A. Estes, CFP®

Advisor/Owner

Allegiant Finanical Planning, LLC

4100 Hilldale Ave
Memphis, TN 38117-1628
FINANCIAL ADVISOR'S WEBSITE
(901) 201-5656

General

Lauren Estes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allegiant Finanical Planning, LLC in Memphis, TN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA, CRPS

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

?Registered Representative offering securities and advisory service through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Allegiant Financial, LLC and IFG are unaffiliated entities. OSJ Branch: 12671 High Bluff Dr. Suite 200 San Diego, CA 92130.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Tangible Assets, Succession Planning, Starting a Family, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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