Maggie X. Lauer, CFP®

Plan Manager, LPL Financial

In her role as Plan Manager at LPL Financial, Maggie supports Embrace Wealth Management, where she assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Maggie partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. 📊🎯LPL’s Paraplanning Solutions group is not affiliated with Embrace Wealth Management.

Maggie’s financial services career 💼began in 2018 where she served in various roles in financial planning and asset management prior to joining LPL Financial in 2022. Maggie graduated Summa Cum Laude with a bachelor's degree in finance from California State University, Fullerton (CSUF) and she is a CFP® practitioner.🎓

Maggie, a resident of Southern California, is passionate about outdoor activities such as running, hiking, and snowboarding. 🏃‍♀️🥾🏂 In addition to her love for the outdoors, she is an avid traveler who has explored more than 20 countries worldwide. 🌍She is multilingual, with proficiency in Mandarin Chinese, Japanese, and English.

Maggie Lauer is employed by LPL Financial.