Patricia M. Lampert, CFP®
Financial Advisor
Phone:
724 743 4755 Ms. Lampert, a CERTIFIED FINANCIAL PLANNER™, provides comprehensive financial planning to individuals and families in Pennsylvania, New Jersey and other states. Through a disciplined process, she addresses clients' present financial situation, investments, retirement, estate planning, tax planning, education planning, and insurance. She also provides qualified retirement plans for small businesses. She aims to increasing clients' awareness and control of their financial lives. Her approach emphasizes close, personal attention to and knowledge of each client.
Education
- Bachelor's degree, accounting, University of Philadelphia
Professional Certification
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Licensed securities representative
- Licensed insurance representative
- Professional & Civic Activities, & Honors
- Financial columnist, local paper
- Numerous local healthcare, educational and cultural organizations and projects