About Megan Lathrop
Megan Lathrop has been a leader in the Financial Industry since 2001, as a Financial Advisor, Certified Financial Planner, and a Certified Money Coach®. Megan is passionate about empowering women to view money as a powerful tool on a global scale, to deliberately change the world for the better, as well as a way to deepen our value systems and intimacy within our personal relationships. Megan believes that our behaviors and mindset around money, rather the investment returns, are where we need to be putting our attention. She is a contributor on “Money Matters” in Deliberate LIFE magazine, and is eager to share her latest creation with you, “A Savvy Gal’s Guide to Investing and All That Matters,” which will be published later this year. She is currently pursuing her Master’s degree in Counseling Psychology at California Institute of Integral Studies (CIIS) in San Francisco, where she also lives by the water as she loves (needs!) to run and hike daily along the coast to release some of her boundless energy!
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Our team has grown from two to over 15 people, as our agency has expanded and developed over the years. We are based in
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