Lauren M. Fortier
Lauren Fortier approaches her work and service at Brio as a partnership and educational experience for all. Her exemplary care and thoughtful approach to each client relationship helps her develop tailored strategies to meet their specific needs. For Lauren, every day is a chance to grow as both a financial planner and a person.
With a career background that spans everything from legal review to banking back office support, Lauren sees her work at Brio as a culmination of her previous experiences within the financial industry. Today, she helps clients navigate their financial goals with experience, knowledge, and clarity. Lauren is committed to each individual and family she supports, and is happy to “worry” about their finances so they can get back to living their lives.
Education, Accreditations & Awards
- CERTIFIED FINANCIAL PLANNER™ practitioner
Lauren’s dog Whistler likes to take her for long walks through the city. When she’s not exploring the Bay Area on foot, Lauren enjoys playing golf and cribbage.