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
  • Socially Responsible Investments

Planning Specialties

  • Holistic financial planning 
  • Socially responsible mutual funds
  • Impact investments + community investments 
  • Hourly Cash Flow Consultations

Additional Information

In addition to being a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™, I am a member of US SIF (US Social Investment Forum).

NAPFA Start Date

December 16, 2003


This Office

. Durham, NC 27713-2029 Phone: (919) 321-0606