Patricia M. Lampert, CFP® is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Ms. Lampert 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. Ms. Lampert also provides qualified retirement plans for small businesses. She aims to increase clients’ awareness and control of their financial lives. Ms. Lampert’s approach emphasizes close, personal attention to and knowledge of each client.

Education

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    University of Philadelphia | Bachelor’s Degree in Accounting
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    CFP® Practitioner, Certified Financial Planner Board of Standards

Professional Experience

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    Over 20 years of experience in investment and comprehensive financial planning
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    Prior to joining Allegheny Investments as an Independent Advisor, Ms. Lampert was employed as a Financial Administrator/Controller for over 12 years with a law firm

Professional Activities

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    Member of Financial Planning Association (FPA®)

Awards & Recognition

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    Repeat recipient of Five Star Wealth Manager Award

Community Involvement

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    Volunteer at various charities throughout Pennsylvania and New Jersey