J. Jeffrey Lambert (CFP®)
J. Jeffrey Lambert focuses in the
following client markets or areas of practice:
- Business Owners
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Business Owners
- Charitable Giving
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Our practice focuses all the major areas of financial planning expertise in the achievement of your financial objectives. Your goals and values are our primary concern.
Additional Information
Program director of University of California Davis Personal Financial Planning program: http://extension.ucdavis.edu/unit/business_and_management/certificate/personal_financial_planning/
co-author of Personal Finance for Entrepreneurs http://www.amazon.com/Ultimate-Guide-Personal-Finance-Entrepreneurs/dp/1599180324/ref=sr_1_1?ie=UTF8&s=books&qid=1242333639&sr=1-1
Founding board member of the Financial Planning Association, listed in the 100 Great Financial Planners
NAPFA Start Date
March 10, 2003