Lauren Moone CFA, CFP®, CPWA®
Executive Vice President,
Mirador Capital Partners
San Francisco Bay Area
Lauren Moone is a Financial Advisor serving High Net Worth Individuals and Families, and Endowments and Foundations. She is a graduate of Claremont McKenna College and lives and works in Pleasanton, CA.
  • Lauren is sought after for her expertise on public and private investments in the Tri-Valley, one of the hottest investment corridors in the nation. 
  • She chairs her firm’s Investment Committee and regularly hosts investment seminars for women in the Bay Area.
  • She has three school-age children and a husband who runs a startup, so she is well-aware of the modern family’s investment needs.
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BIO:  Lauren Moone CFA, CFP®, CPWA®
Financial Advisor, Executive Vice President, Mirador Capital Partners

Lauren Moone is an Executive Vice President with Mirador Capital Partners and has been providing investment advice to high net worth individuals, families and institutions for 13 years. She additionally chairs Mirador's Investment Committee and is a member of the firm's Management Committee.

Prior to her time at Mirador, Lauren served as the Director of Investments at First Republic Bank where she oversaw $2 billion of fiduciary investment portfolios. Prior to First Republic, Lauren advised ultra-high net worth families and foundations on portfolio construction, asset allocation and manager selection at independent advisory firms Harris, myCFO and Brownson, Rehmus and Foxworth.

She is a native of Seattle, Washington and moved to California to attend Claremont McKenna College, where she graduated with a degree in Economics and Accounting. Lauren is a CFA charterholder, a Certified Financial Planner (CFP®) certificant and a Certified Private Wealth Advisor (CPWA®). Lauren currently resides in Pleasanton, California with her husband and three children. She enjoys snowboarding, waterskiing, playing the piano, and cheering on the 49ers.

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Lauren Moone ~ Articles & Video

What to Do When Intuitive Eating Just Isn't Sticking

"Having an understanding of the food on your plate including the type (protein, carbs, and fats) and amount of food you're consuming (calories) is essential to success with IE," says Mimi Secor, DNP, a women's health nurse practitioner. This may seem counter-intuitive since you're not supposed to be counting calories or ...

Click to View Story: SHAPE Magazine

63-Year-Old Bodybuilder Publishes Book to Inspire Lifestyle Change

She's 63 years old, a mom of one, a published author and an Onset resident. Oh, and she's a bodybuilder. Dr. Mimi Secor may not be your average bodybuilder, but she is dedicated and wants to share her knowledge and experience with others in her new book, “Debut a New You.” She didn't get seriously ...

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Three Financial Moves to Make Post-IPO

If you were fortunate enough to own stock in a private company that has recently gone through an initial public offering (IPO), you’re experiencing an enormous...

When it comes to owning stock in one company, how much is too much?

For employees who work at a particular company for some time, it’s not uncommon to sign up for stock purchase plans or to receive restricted stock units. Over time, people often..

5 Smart Things to Do With the Money You Saved During COVID 

Tips for Coming Out of This in
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