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
Visit Website
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.