Lauren Rowan

Financial Advisor | Relationship Manager

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Biography
Credentials & Awards
Location(s)

Lauren Rowan is a financial advisor, relationship manager in Sacramento, CA.

Lauren specializes in comprehensive financial planning, partnering directly with clients to help them define, prioritize, and achieve their long-term financial goals. She develops tailored strategies that address the full spectrum of her clients’ financial lives, from retirement and wealth accumulation to risk management and legacy planning.

Before coming to CAPTRUST, she was with a third-party administrator helping business owners. Having that experience helped her when working with individuals on the other side of retirement plans.

She earned a Bachelor of Science in finance from California State University, Sacramento.

Lauren enjoys spending time with Gus and their daughter, snowboarding, riding motorcycles, and walking their border collie, Caddy, along the river trails in Sacramento. When not feeling as adventurous, she likes to read and garden. She is actively involved with several charitable organizations, such as Sacramento SPCA, Stanford Sierra Youth & Families, and the National Multiple Sclerosis Foundation.

Education

  • Bachelor of Science, finance, California State University, Sacramento

Industry Involvement

  • Member, CalCPA

Resources

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