Scott Allen

Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Bradley Eisenberg is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2014, progressing through roles including Financial Consultant and Guidance Support Specialist. Prior to joining Fidelity, he worked as a Wealth Management Advisor at TIAA from 2017 to 2020. Bradley's approach to financial consulting emphasizes understanding his clients' stories and gaining clarity about what is important to them, enabling him to appreciate their needs, wants, and wishes comprehensively. His goal is to help bring peace of mind to the individuals and families he works with, allowing them to focus on their retirement aspirations. He holds a California Insurance License. Outside of his professional work, Bradley enjoys family activities, golf, movies, pets, and tennis.

Lauren Newlin is a Planning Consultant at Fidelity Investments, a position she has held since 2025. She focuses on understanding her clients' individual goals and values to develop personalized financial planning strategies. Lauren emphasizes listening to her clients and fostering trust and transparency to support them throughout their financial journeys. Lauren has progressive experience within Fidelity Investments, having served in roles including Investment Solutions Representative II, Investment Solutions Representative I, High Net Worth Associate, and Client Service Representative between 2021 and 2025. This range of positions has provided her with a comprehensive perspective on financial planning and client service. No information about Lauren's education, credentials, personal interests, or community involvement has been provided.