Lauren Sagan, CFP®
Lauren Sagan is a Partner at McKinley Financial Group. She is a CERTIFIED FINANCIAL PLANNER™ practitioner as well as an Investment Advisor Representative with First Allied Advisory Services, Inc. and holds licenses in the securities and insurance industries (CA Insurance License #0F26984.) After graduating magnum cum laude from Notre Dame de Namur University, she began her financial career as a retirement specialist for a New York based Third Party Administrator. Before joining McKinley Financial Group in 2011, she had been with a Private Equity firm in the Silicon Valley. She manages the firm’s strategic initiatives and is the overall Manager for all of the departments within the company.
Lauren, her husband, their daughter and son live in San Carlos. Along with providing financial planning services, Lauren is equally committed to giving back to the community. She is an active volunteer with the Junior Diabetes Research Foundation (JDRF); she is an active parent-volunteer in her children’s pre-school as well.