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Retirement Planning Certificate Badge_Ro


A Long-lasting Relationship

Lauren joined Castellano & Associates in August 2018. Prior to joining C&A, Lauren held positions in both public and private accounting. She began her career in the Audit Department at Heard, McElroy & Vestal, and she has experience in various industries, including financial institutions, technology, construction, transportation/distribution and retail/video gaming. At C&A, Lauren specializes in financial reporting and financial planning services. She assists clients with a broad variety of complex accounting issues, assists with management of investments on behalf of clients and performs financial statement and tax preparation. In addition, Lauren has recently earned her certificate in Retirement Planning.  Professionals who earn the Retirement Planning Certificate badge demonstrate the core concepts related to the retirement planning life cycle to client situations. Badge earners analyze client retirement data and complete unique planning for aging and/or chronically ill clients.  These professionals create, implement, and monitor the planning. 

A graduate of Louisiana State University Shreveport, Lauren received a Bachelor of Science in Accounting in May of 2010. She was a member of Beta Gamma Sigma and Phi Kappa Phi honor organizations. Lauren obtained her CPA license in April 2013, and she is an active member of the American Institute for Certified Public Accountants, as well as the Society of Louisiana Certified Public Accountants. She is currently working to obtain her Personal Financial Specialist designation to better assist clients in financial planning.!