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Priya Lasrado


Priya Lasrado

Financial Planning Manager

Priya Lasrado is currently the full time Client Services Manager, though her role has expanded far beyond this in her 6+ months here. Since starting in July 2017, after graduating CUNY Baruch with a degree in Accounting and two minors in Law & Policy and Journalism, Priya has grown from a more clerical role to one that entails financial analytics and the “nitty gritty” details of financial planning. She continues to further her education and role with us, recently becoming a Notary Public, and is now pursuing her RICP and Series 7 for the coming year. Priya enjoys tackling the analytics side of the business, but in her spare time you can find her cooking, reading, or doing yoga in her lifelong pursuit of becoming a human pretzel.

Getting to Know Priya

Favorite food
Homemade macaroni and cheese!

Favorite quote
“Stop acting so small. You are the universe in ecstatic motion.” - The Poet, Rumi

Favorite TV Show
Last Week Tonight with John Oliver

Favorite Book
Invitation to a Beheading – Vladimir Nabokov

What Motivates you
An equal tie between my parents and my desire to not be bored (or worse! A boring person).

Favorite Holiday

Place you would like to visit the most

If you could switch places with someone for a day who would you be and why?
I would be Elon Musk so I could use some of the heaps of his money to design sustainable quality infrastructure and get Flint clean water.