Lauren Ricca, CFP ®

  • Senior Financial Analyst
    917-745-3670
    lauren@ajwealthllc.com
    Lauren Ricca, CFP ®

    Lauren, CERTIFIED FINANCIAL PLANNER™ is a Senior Financial Analyst at AJ Wealth. Lauren has over 15 years of experience in private client wealth management. While at Bernstein Global Wealth Management, Lauren provided comprehensive wealth planning and investment solutions to high-net-worth individuals, multigenerational families, and business owners. Prior to joining AJ Wealth, Lauren was the Director of Financial Planning at a Registered Investment Advisor in New Jersey and advised clients on retirement planning, estate and tax planning, charitable planning, employee compensation and concentrated stock positions. Lauren received a Bachelor of Science from Rutgers University in Environmental and Business Economics.

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Company Information

AJ Wealth
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647
info@ajwealthllc.com

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