Lauren Zangardi Haynes
Spark Financial Advisors
Fee-Only financial planner located in Williamsburg and Richmond, VA, serving clients locally and across the country
Are you a busy professional or entrepreneurial woman? Perhaps you are part of a dual-career household? Either way, you know what it means to be busy. You may be wondering:
“How do I free up more time to enjoy my hard work?”
"Am I doing the right thing with my money?"
"How do I know if I'm on-track?"
I’m a mom (x3) and a business owner. If there’s one thing that I could use more of, it’s time! Like you, I’m working hard to balance everything I love about life — work, family and fun.
I help clients make crucial decisions around creating financial freedom, saving for college, managing the cash flow of a high-income household, reducing taxes, investing and making an impact on our world.
I am a firm believer in the transformative power of a financial plan. Not as an iron-clad tome but as a constantly evolving map that adjusts as life changes. The best part of my job is getting to know what my clients cherish and helping them build it into their plan.
Over the last 13 years I've worked for an excellent Fee-Only financial planning firm and as a Portfolio Analyst for U.S. Trust, Bank of America Private Wealth Management. While I was with U.S. Trust I earned my CFP® designation and became a Certified Investment Management Analyst through a program sponsored in part by the Wharton School of Business.
Let's connect and see if we are a good fit to work together. I look forward to hearing from you!
MORE THAN AN ADVISOR
At Spark Financial we blend financial advice with life planning. Our holistic look helps your future come into sharp focus. Let’s work together to find creative ways to save money and solve problems.
Spark Financial Advisors works hard to build a foundation for your wealth:
Save in all the right places
Match your spending to your values
Open new career opportunities
Build financial confidence
Stick to your plan
Make your money work as hard as you do
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Planning
- Investment Management
- College Education Planning
- Tax Planning
- Charitable Planning
- Fee-Only 401(k) Plan Management
- Dual-Career Families
- Professional & Entrepreneurial Women
- Retirees and Near Retirees
- VCU Health System Employees
- Business Owners and Executives
- Charitable Givers
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
- Friendly & Approachable Atmosphere
Professional Designations & Affiliations
Lauren Zangardi Haynes is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Lauren Zangardi Haynes is a Certified Investment Management Analyst® (CIMA®)
CIMA® professionals integrate a complex body of investment knowledge, ethically contributing to prudent investment decisions by providing objective advice and guidance to individual investors and institutional investors. The CIMA® certification program is the only credential designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.
Lauren Zangardi Haynes is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Lauren Zangardi Haynes is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Lauren Zangardi Haynes
2920 W. Broad Street
Richmond, VA 23230
Williamsburg, VA 23185