Lauren K. West, CFP®

Lauren K. West

Wealth Manager, First Republic Investment Management
San Francisco

Lauren K. West

Wealth Manager, First Republic Investment Management
San Francisco
  • Wealth Management Experience: Since 2009
    Lauren West is a Vice President and Wealth Manager at First Republic Investment Management.   Ms. West has over a decade of wealth management experience. She joined First Republic in 2016, leading various strategic corporate marketing initiatives of First Republic Private Wealth Management. Prior to First Republic, she was a private client banker with J.P. Morgan Chase Bank, working closely with executives, professionals, business owners and their families on their financial and investment goals.
  • Community Involvement
    Active in her local community, Ms. West volunteers at numerous organizations that focus on promoting financial literacy to young adults and school-age children. She is also on the Finance Advisory Board of the Orfalea College of Business at California Polytechnic State University, San Luis Obispo (Cal Poly). Past board affiliations include Financial Women of San Francisco.
  • Professional Designations
    Ms. West is a CERITIFIED FINANCIAL PLANNER™ professional and is also a member of the Financial Planning Association of San Francisco.
  • Education
    Ms. West earned her bachelor of science degree in business administration, with a concentration in finance and a minor in Spanish, from Cal Poly.
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