Lauren Katz Madera, CFA
When you work with a family, you’re treated like family.
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Serving Clients Nationwide
When you work with a family, you’re treated like family.
Areas of Focus
- Employee Benefits
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Lauren Katz Madera, CFA
Hi, I'm Lauren Madera. I have worked in the financial services industry since 2003. After thirteen years in investment banking and alternative investments, I had an epiphany: I felt most fulfilled when helping individuals and families achieve their financial goals. That realization led me to become a financial advisor.In 2016, I joined forces with my father, Stanley Katz, who has been providing financial guidance to clients since I was two years old. Before launching ClientFirst Financial Strategies, Inc., I spent five years as a financial advisor at Ross, Sinclaire & Associates.
Earlier in my career, I was part of the client service and marketing team at Magnetar Capital, a multi-strategy alternative investment management firm. Prior to joining Magnetar in 2010, I spent five years with Man Investments, one of the world’s largest alternative asset managers. I began my career in investment banking as a financial analyst with Houlihan Lokey Howard & Zukin.
I am a CFA® charterholder. I earned my BBA in Finance from the University of Michigan and my MBA from the University of Chicago. I hold the FINRA designation of General Securities Representative (Series 7) and have passed the NASAA Uniform Securities Agent State Law Examination (Series 63).
Outside of work, I enjoy staying active—spending time with my family, swimming, and playing tennis. My son makes sure I never forget to close the activity rings on my Apple Watch each day.
Professional Designations
- Chartered Financial Analyst (CFA)
Primary Location
3033 Kettering Blvd. Suite 326, Dayton, OH 45439
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 and complete the brief form to get in touch. All relationships start with an introductory conversation. This is when you to get to know us and we get to know you, your priorities, and your concerns.Before you decide whether to partner with us, you should feel confident in how we work, what we stand for, and the unique value we bring to moving your financial path forward. However we proceed, we hope you leave this conversation feeling heard and answered with honesty and transparency. I look forward to speaking with you.
Offers Investment Management
Yes
About ClientFirst Financial Strategies
At ClientFirst Financial Strategies, we put the client first in every aspect of our work.As a father-daughter team, Stanley Katz and Lauren Katz Madera bring extensive financial experience and credentials to advise clients where they are and support where they’re going. We pride ourselves on our persistence and resourcefulness on behalf of our clients—developing highly personalized solutions with one overarching goal: to make our clients’ lives easier.
When you work with a family, you’re treated like family.
We are a flexible, solutions-driven team dedicated to acting in your best interest and serving as a one-stop resource for your financial advisory needs. We pride ourselves on being responsive, adaptable, and committed to finding the right solutions for you — even if that means referring you to outside specialists when appropriate.
We take a hands-on, tactical approach to financial planning, helping you quantify what you can control and prepare for what you cannot. Our planning process begins by identifying what matters most to you now and in the future, so we can build a financial plan that reflects your obligations, aspirations, and risk tolerance.
We create customized investment portfolios that are aligned with your personal financial plan. Our investment approach prioritizes understanding what we own and the risks embedded in those investments, and we favor straightforward strategies designed to support long-term financial goals rather than chasing returns with complex products.
In addition to investment management, we support your financial life broadly — including active management of 401(k) retirement accounts and advisory guidance for corporate retirement plan benefits for employers and their employees.
Our planning philosophy is built around detailed analysis and active monitoring. We start by estimating your current and future expenses to determine the level of income and return you’ll need to support anticipated events while maintaining a cushion for uncertainty. From there, we develop an appropriate asset mix based on your goals, risk tolerance, and tax situation.
We aim to be more than advisors — we strive to be trusted partners who help bring clarity and confidence to your financial decisions. By combining personalized strategies with ongoing attention to market developments and life changes, we work with you to pursue financial security and peace of mind.
Education
The University of Chicago Booth School of Business, MBA, Entrepreneurship & Marketing | University of Michigan - Stephen M. Ross School of Business, BBA, Finance
Hobbies and Interests
- Family
- Swimming
- Tennis
SEC Lookup
View DisclosureWho We Serve
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Intergenerational Families
- Parents
- Young Families
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FAQs
FAQ Disclosures
OneSeven (“OneSeven”) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply a certain level of skill or training. Services are provided under the name ClientFirst Financial Strategies (“ClientFirst”), a DBA of OneSeven.