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Lauren Mishra, PhD, CFP®, EA

Tax-Integrated, Flat Fee-Only Financial Planning | Concierge Service | Fiduciary

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Elion Financial, LLC Lauren Mishra, PhD, CFP®, EA
Tucson, AZ

Serving Clients Nationwide

Tax-Integrated, Flat Fee-Only Financial Planning | Concierge Service | Fiduciary

520-201-3689

Website

Areas of Focus

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

About Lauren Mishra, PhD, CFP®, EA

Hi, I'm Lauren Mishra. I work with professionals in medicine, science, and technical fields—driven, capable individuals who are often stretched thin. My clients value a process that’s transparent and grounded in logic.

While some advisors find this level of scrutiny challenging, I welcome it. For analytical minds, true peace of mind comes only when they can see the reasoning behind the methods they rely on—and I’m committed to building that trust through clarity and evidence-based strategies.

I take a hands-on approach that goes beyond traditional financial planning—personally managing the implementation of each client’s plan and handling the details so they can focus on living their lives, not tracking spreadsheets. My practice is built on long-term relationships rather than short-term transactions, and my clients value both the structure and the peace of mind that comes from having a system that simply works.

My Story

I made the shift to finance after a rewarding career as a synthetic chemist, discovering new pharmaceuticals. After my husband completed his medical residency and started working as an internist, we began seeking financial advice, only to be turned away by traditional firms because our assets were just starting to grow. The more I looked into it, the more I saw an opportunity to apply my scientific background to finance. I realized that my experience teaching students and young scientists could easily translate into helping clients understand and take control of their money.

Originally from Macon and Helen, Georgia, my husband and I now call Tucson, Arizona home, where we’re raising our two kids. As a family, we love football, baseball, and tennis, as well camping, hiking, and skiing. We’re passionate about protecting the environment and advocating for human rights, and we work to create the same kind of balance in our own lives that I encourage my clients to pursue.

My History

My first money memory was watching my parents turn a rundown go-kart track in Helen, Georgia into a thriving small business—and retire by 50. Their determination taught me what’s possible with the right plan.

I began my career in science, completing my bachelor’s degree in Chemistry at the University of Georgia, earning a M.S. in Biophysics from the University of Virginia, followed by a Ph.D. in Medicinal Chemistry from the University of Michigan and then working in academic pharmaceutical research for nearly a decade at both the University of Michigan and the University of Arizona. But my path shifted when my husband and I—an M.D./Ph.D. couple—struggled to find financial advice that truly fit our stage of life. Advisors just wanted our assets, not our questions.

So I learned the system myself. I discovered that financial planning could also be analytical, strategic, and rewarding. I became a CFP® and Enrolled Agent and began helping others like us—HENRYs, physicians, and professionals navigating complex transitions.

Today, I work with clients who value clarity and action. Whether you’re launching a business, planning a big move, or approaching retirement, I thrive on solving the financial puzzles that come with change.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Enrolled Agent (EA)

Affiliations

  • Flat Fee Advisors
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

Tucson, AZ

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Flat Fee

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form with your details and a quick note about what brought you to us. Once you submit, you’ll be redirected to our calendar to schedule a complimentary introductory call at a time that works best for you. Thank you for your interest — we truly appreciate the chance to connect.

Offers Investment Management

Yes

Offers Tax Preparation

Yes

About Elion Financial, LLC

Elion Financial is an independent, woman-led concierge financial planning and tax strategy firm built for busy professionals who want clarity and simplicity without losing control. We create and maintain custom financial systems that run seamlessly in the background—offering the flexibility, detail, and personal attention that large national firms can’t match.

From meeting outside of standard business hours to taking on the heavy lifting, we design systems that fit real lives and provide clients with a clear, reliable framework.

Why Elion

Elion Financial is named in honor of Gertrude Elion (1918–1999), a pioneering medicinal chemist and Nobel Laureate. Elion’s groundbreaking work transformed modern medicine — leading to treatments for leukemia, organ transplant rejection, and viral infections. What set her apart was not only her brilliance, but her ability to bring creativity, rigor, and compassion together in solving complex problems that touched millions of lives.

“My own career began in the world of medicinal chemistry, where I was inspired by the curiosity and persistence of scientists like Elion. Over time, I felt called to bring that same spirit of discovery and problem-solving into personal finance. Naming this firm after her bridges my past life in science with my current life in financial planning — honoring a legacy of innovation and care, while reflecting my commitment to helping clients tackle complex challenges with clarity, creativity, and purpose.”

Education

University of Michigan, Doctor of Philosophy - PhD, Medicinal and Pharmaceutical Chemistry | University of Virginia, Master of Science - MS, Biophysics | The University of Georgia, Bachelor of Science - BS, Chemistry

Hobbies and Interests

  • Baseball
  • Camping
  • Family
  • Football
  • Hiking
  • Skiing
  • Tennis

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Gen Y / Millennials
  • Healthcare Professionals
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Physicians
  • Scientists
  • Technology Professionals
  • Young Families

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.