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
- 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