Lauren Zangardi Haynes, CFP®, CIMA® Spark Financial Advisors

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About Lauren Zangardi Haynes, CFP®, CIMA®, CEPA

Hi, I’m Lauren Zangardi Haynes, CFP®, CIMA® and founder of Spark Financial Advisors. At Spark Financial Advisors we are focused on helping clients gain clarity and confidence around their money. I view money as a tool to express our values. Whether that means travel, socially conscious investing, charitable giving, investing in your business, or working less so that you can spend more time with your family- if it’s important to you it’s important to me.

I got my start in the financial services industry in 2005 with Bank of America. While working for U.S. Trust Bank of America Private Wealth Management I attained my CFP® designation and became a Certified Investment Management Analyst (CIMA®). I transitioned to a smaller Fee-Only financial planning firm to get broader experience beyond investment management and haven’t looked back.

During the pandemic I pursued additional education around helping business owners successfully transition this business via an external sale or internal transition and attained the Certified Exit Planning Advisor (CEPA) designation.

I have been quoted in the New York Times, Wall Street Journal, Forbes, USA Today, U.S. News and World Report among others, and have written for Richmond Family Magazine.

I previously served on the South Region Board for the National Association of Personal Financial Advisors (NAPFA) the leading organization for fiduciary, Fee-Only financial planners.

When I’m not geeking out on financial planning I like to spend time with my husband and 3 kids, read, watch stand-up comedy, and (attempt to) garden.

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Ideal Clients

  • Business Owners
  • Dual Income Family
  • Female Business Owner
  • Gen X

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $333+/mo
  • Quarterly Fee: $1000+/qtr
  • Assets Under Management: 0.80%

Please contact the advisor directly for a full explanation of fee options.

SEC Records

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