Meet Our Team

Lauren Bennett is working towards becoming a certified financial planner. She's currently a resident at Mosaic.

Lauren Bennett specializes in improving time management and incorporating updated processes that support client success. Lauren is most excited when helping support clients with seamless service that helps them achieve their financial goals.

As part of Mosaic’s first class of residents, Lauren supports Mosaic’s client services, operations, and financial planning teams. Lauren graduated cum laude in 2016 with her BA in Psychology from the University of California, Santa Barbara.  She became a registered Chartered Retirement Plans Specialist in 2017. Her next educational focus is on completing the coursework to prepare for the CERTIFIED FINANCIAL PLANNER™ designation.

Aside from developing her leadership skills, her passions include cooking, running, traveling, and trying new restaurants. 

Biography

Education  
BA, Psychology, University of California, Santa Barbara, 2016
Certificate, Chartered Retirement Plans Specialist, College for Financial Planning, 2017

 

Accreditation 
CRPS
®, Chartered Retirement Plans SpecialistSM, 2017