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Jason Lampert (AFC, CFP®)

Jason Lampert focuses in the
following client markets or areas of practice:

  • Annuities
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching

NAPFA Start Date

June 30, 2023

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

108-24 71st Ave, Apt 4H Forest Hills, NY 11375 Phone: +1 (516) 518-4404
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