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

Lauren A. Stansell, CFP®

Co-CEO | Chief Planning Officer

YeskeBuie

220 Montgomery St, Suite 900
San Francisco, CA 94104
FINANCIAL ADVISOR'S WEBSITE
(800) 772-1887 CONNECT WITH Lauren
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General

Lauren Stansell is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at YeskeBuie in San Francisco, CA and the surrounding communities.

Financial Advisor Overview

On paper, YeskeBuie is an independent, fee-only financial planning firm with over $1 billion in assets under management. We specialize in: building lifelong relationships with Clients through deep and ongoing discovery and trust building; providing them with grounded investing that is implemented in a creative and disciplined way; helping them safely spend from their portfolios; and, working together to navigate intergenerational wealth planning. Beneath the surface, we’re much more than that. At YeskeBuie, our purpose is to empower people to pursue their Live Big® life. This mission, along with our six core values, serve as the drivers for how we serve our Clients and interact as a team.

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Financial Advisor Experience

Lauren Stansell, CFP® earned an honors B.S. in Economics, summa cum laude, from Virginia Tech in May 2012, followed by a second honors bachelor's degree in Finance, summa cum laude, through Virginia Tech's CFP® Certification Education Track in December 2012. She passed the CFP® exam in July 2014 and became a CFP® professional in February 2015. Lauren earned her Master's in Advanced Financial Planning with a concentration in Taxation through Golden Gate University in 2019. In 2024, Lauren was named to InvestmentNews' inaugural Rising Stars list, recognizing the best wealth managers and advisors under 40, and to Forbes' Top Next-Gen Wealth Advisors Best-in-State list — her second Forbes recognition. Her first came in 2023, when she was named to Forbes' Top Women Wealth Advisors Best-in-State list. According to Forbes, advisors on these lists "represent the true role models of the industry – advisors that are leading the way in offering best practices and providing a high-quality experience for clients." Lauren has also been featured on the NextGen Planners and You're a Financial Planner… Now What? podcasts and quoted in InvestmentNews, WalletHub, BankRate.com, and AssetTV. She has spoken and moderated at conferences nationwide on topics including hiring, succession planning, and women in wealth, and helped develop a course with The Institute for the Fiduciary Standard, moderating the first class on the history of the financial planning profession. Lauren co-founded the FPA® Student Chapter at Virginia Tech and served as its first president. In its first year, the chapter grew to over 70 students, becoming the largest student chapter in the country. Her passion for the next generation of planners led her to serve as Co-Director of NexGen for the FPA of the National Capital Area in 2014. She served as the 2021 President and 2022 Chair of the FPA of San Francisco, is a graduate of FPA's Residency Program, and has had the honor of serving as a Mentor to Residents — most recently in 2021, with plans to serve again in June 2025. In her free time, Lauren enjoys spending time with her daughter, Nora, her son, Owen, and her husband, Daniel — hiking, exploring San Francisco, horseback riding, trying new restaurants and recipes, and taking long walks along the Bay.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes

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Helpful Financial Planning Resources