Featured Profile
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PATRICIA LAMPERT, CFP
Patricia was born and raised in Philadelphia. She studied accounting in college, with a minor in literature, and graduated from the University of Philadelphia on the dean's list. Her father, a former police captain, died of a massive heart attack at 51. He died when five of Patricia's eight siblings still lived at home. Patricia felt inspired to become a personal financial planner after witnessing her family deal with the financial stress her father's death caused. Before that, she was in the legal industry as a financial administrator for nearly two decades.
In today's financial arena, you need someone by your side who can help you focus on achieving your goals. That's why Patricia Lampert is the financial professional more and more people turn to for the guidance and support they need to succeed. Call her today and see for yourself how the right advisor can make all the difference for your future. You'll be glad you did. An involved member of the community, Patricia couldn't think of a better place to build a future for her own family.
Working with maturing professionals, Patricia takes the time to learn her clients' unique needs and goals. She is an independent, objective advisor who lets her clients' best interests drive the planning process. Whether her clients are just beginning to plan for the future or seeking to protect and conservatively grow assets as they near retirement, Patricia helps formulate personalized financial plans - an investment policy based on their risk tolerance and other individual matters. Her comprehensive plans are constantly monitored and evaluated to evolve with her clients' changing needs and lifestyles.
Patricia will create the right balance for what you are trying to do. Her financial planning approach is driven by your personal goals and analyzed under a key area structure:
Current Financial Analysis
Risk Management Services
Investment Management Consultation
Tax Planning
Retirement Planning
Estate Planning
