J. Jeffrey Lambert (CFP®)

J. Jeffrey Lambert focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Our practice focuses all the major areas of financial planning expertise in the achievement of your financial objectives. Your goals and values are our primary concern.

Additional Information

Program director of University of California Davis Personal Financial Planning program: http://extension.ucdavis.edu/unit/business_and_management/certificate/personal_financial_planning/

co-author of Personal Finance for Entrepreneurs http://www.amazon.com/Ultimate-Guide-Personal-Finance-Entrepreneurs/dp/1599180324/ref=sr_1_1?ie=UTF8&s=books&qid=1242333639&sr=1-1

Founding board member of the Financial Planning Association, listed in the 100 Great Financial Planners

NAPFA Start Date

March 10, 2003


This Office

1024 Iron Point Rd Folsom, CA 95630-8013 Phone: (916) 685-7040