Lara Lamb (CDFA, CFP®)
Lara Lamb focuses in the
following client markets or areas of practice:
- Cash Flow/Budgets/Credit Issues
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Women's Financial Planning Issues
- Cash Flow/Budgets/Credit Issues
- Divorce Planning
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
As a Partner with Abacus Wealth Partners, Lara strongly believes in bringing objective and professional financial planning advice to all individuals.
“It’s exciting to see people discover the benefits of fee-only financial planning for professional advice and asset management services,” Lara says. ”Because I work solely for my clients, I have one focus: Empowering my clients with the information and perspective they need to make sound financial decisions, at every stage of life.”
Additional Information
Lara Lamb, CFP®, has been a planner in the financial planning profession since 2001. She graduated from the UCLA Personal Financial Planning (PFP) program in 2003 and received the Certified Financial Planner™ designation from the CFP Board of Standards in 2004. She completed her Certified Divorce Financial Analyst (CDFA) designation in 2017.
Lara experienced the difficult transition of a divorce in 2014. Since then she has focused her practice on working with women going through that process and empowering all women with their money. Lara's strengths are in providing education to all of her clients to build their confidence and peace of mind that they are on track to reach their goals. Divorce is a particularly stressful and emotional time where it is important to make sound financial decisions. Lara is an expert at "holding hands" through this time and helping to take the emotions out of those decisions as much as possible.
NAPFA Start Date
October 09, 2023