Lauren Beckett (Russo), CEPA, CFP®, CVB, FPQP™

Your Full-Service Retirement Readiness Partners

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Berkshire Money Management Lauren Beckett (Russo), CEPA, CFP®, CVB, FPQP™
Dalton, MA

Serving Clients Nationwide

Your Full-Service Retirement Readiness Partners

0 Certified Advisor Reviews™
Rate this Advisor

Areas of Focus

  • Education Funding
  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Retirement Planning
  • Taxes

About Me

As part of our financial planning team, Lauren Beckett (Russo) guides clients on their journey to their next chapter. Whether that’s retirement, travel, volunteerism, or another goal, she helps clients envision their future, identify their goals, and develop and implement a plan for reaching them.

In addition to serving our clients, Lauren offers guidance to the whole Berkshire community, regardless of age or income, during Open Office Hours. She’s on a mission to increase financial literacy in our region!

In addition to her work with BMM’s financial planning clients, Lauren also helps small business owners plan for their exit and retirement through sale, partial sale, transfer to the next generation, or simply riding off into the sunset.

Lauren became a CERTIFIED FINANCIAL PLANNER™ professional in 2023. She hopes that her certification will influence other women and girls to work in the financial planning and advising industry and increase gender parity in what has been traditionally a male-dominated field (in 2022, fewer than 25% of CFP® professionals identified as female).

Lauren grew up in Pittsfield, where she lives today with her husband, Brian, and their puppy, Penny. She is proud to be part of an organization that makes giving back to this community a core part of its culture. Lauren hopes to one day use her financial skills and business management knowledge to create a non-profit of her own.

Professional Designations

  • Certified Exit Planning Advisor (CEPA)
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Value Builder (CVB)
  • Financial Paraplanner Qualified Professional (FPQP)

Primary Location

161 Main St, Dalton, MA 01226

Additional Locations

📍 72 Stockbridge Road, Great Barrington, MA 01230

Video

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a 15 minute "get to know us" call. During this brief call, I will listen as you share your financial goals and challenges. You can ask me any questions you’d like. It’s a no-obligation opportunity for us both to decide whether our team will be a good financial partner for you. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

When people first come to us at Berkshire Money Management, they’re often retiring, selling a business, receiving an inheritance… some new event has set their money in motion. And they want it handled right.

They’re looking for a trustworthy, proactive financial advisor who:

✔️ Can help you know if you’ll be financially secure long-term

✔️ Can help you identify your best options to plan a comfortable retirement

✔️ Can create and carry out your plan for you, from start to finish

If this sounds like what you’re looking for, we invite you to click the 'Book Intro Call' button above to schedule a call with us. We’re friendly and easy to talk to.

WHO BENEFITS THE MOST FROM WORKING WITH US?

✔️ Nearing Retirement: You’re within 7 years of retiring. You’ve made good decisions over your life, but want help to make sure you don’t run out of money.

✔️ Selling a Business: You’re within 3 years of selling your business and want an experienced professional in your corner who can help you maximize your business’s value and reduce taxes on its sale.

✔️ Have a Sizeable Estate: It’s important to you that you avoid paying excessive taxes, keep more of what you have now and protect your assets for your children. You want to make sure your estate plan is handled right.

We help you grow — and defend — your assets so that you can have a long, comfortable retirement.

DISCLOSURES

Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, or experience. | Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. | Industry registrations, designations, recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the granting entity or any regulatory authority. A detailed description of listed professional designations is available upon request on in our firm’s Form ADV Part 2B. | Form additional important information please review Advisers Form ADV Part 2 and Form CRS disclosures. | Adviser is not affiliated with Wealthtender or any of its affiliates. Usage by Adviser of the Wealthtender platform should not be construed as an endorsement of Adviser or recommendation by Wealthtender to retain the Adviser. | Client or third-party reviews aggregated and displayed by Wealthtender may originate within or outside the Wealthtender platform.

Education

BS, Resource Economics with concentration in Resource Economics and minor in Psychology, University of Massachusetts Amherst

Hobbies and Interests

  • Animals
  • Family
  • Hiking
  • Music
  • Reading
  • Traveling
  • Volunteering
  • Yoga

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Write a Review


By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.

There are no reviews yet. Be the first one to write one.