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Lauren F
CFP®, Series 66
Monument, CO
Amara Financial, LLC
Lauren Fortier is a CFP® professional with 11 years of industry experience. She has worked at Amara Financial, LLC since 2020, following previous roles at Brio Financial Group and Ameriprise Financial Services. Fortier holds a Series 66 license. Amara Financial, LLC serves individuals, including high-net-worth clients, corporations, and employer-sponsored retirement plans by providing investment management, financial planning, and retirement plan consulting. The firm employs a goal-based investment approach grounded in Modern Portfolio Theory, using diversified portfolios constructed primarily with ETFs and mutual funds.
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