Lauren
Zuniga
Kemp Financial Management, LLC
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About this Advisor
Lauren Zuniga is a certified financial planner who works in Fullerton, California with 1 year of relevant experience. Zuniga is on the advisory team at Kemp Financial Management, LLC. Their career trajectory has included roles at Kemp Financial Management, LLC, Independent Financial Group, LLC, Sagepoint Financial Advisors and Cha Cha'S Latin Kitchen. Zuniga is able to serve investors in California. Kemp Financial Management, LLC is a company that has its headquarters in Fullerton, CA. It controls $202 million in assets under management between its 509 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves five charitable organizations. Of its 509 accounts, 44% belong to high-net-worth investors who have more than $1 million in assets available to invest. Kemp Financial Management, LLC has a few services, such as portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors are based on the services. However, fees charged by Kemp Financial Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kemp Financial Management, LLC Brokerage Details
$202,393,111
3
509
$397,629
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Lauren Zuniga Work History
Lauren has been registered as a financial advisor for 1 years.*
Kemp Financial Management, LLC
Independent Financial Group, LLC
Sagepoint Financial Advisors
Cha Cha'S Latin Kitchen
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lauren Zuniga to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kemp Financial Management, LLC
Fullerton, CA
Fullerton, CA
Fullerton, CA
Fullerton, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.