Lauren Leigh Zuniga

Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2022 → 09/2024
  Kemp Financial Management, Llc
  Fullerton, CA
• 01/2019 → 04/2022
  Independent Financial Group, Llc
  San Diego, CA
• 08/2016 → 01/2019
  Sagepoint Financial Advisors
  Phoenix, AZ
• 08/2012 → 04/2021
  Cha Cha's Latin Kitchen
  Brea, CA
• 10/2024 → Present
  Savant Wealth Management
  Rockford, IL

Previous Registrations

• 2022-05-11 → 2024-10-04
  Kemp Financial Management, Llc
  Fullerton, CA

Designations

• Certified Financial Planner