Jennifer Lazarus (CFP®)

Jennifer Lazarus focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Charitable Giving
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Millennials

Planning Specialties

  • Holistic financial planning 
  • Socially responsible mutual funds
  • Impact investments + community investments 

Additional Information

Jennifer Lazarus, CFP® and NAPFA-registered advisor, is a financial planner for socially responsible investors. Going beyond just investment advice, her primary service is ongoing financial planning where she collaborates with her clients to develop and manage a tailored, cohesive financial strategy based on what matters most to them. She most enjoys helping people reach a place of empowerment and financial calm.


NAPFA Start Date

December 16, 2003


This Office

5614 Welkin Ct Durham, NC 27713-2029 Phone: (919) 321-0606