Patricia Lampert, CFP®

Principal and Financial Advisor

Patricia Lampert, CFP®, has provided comprehensive financial planning and investment management for retirement to individuals and families for more than two decades. Through a disciplined process , and drawing on her years of experience and professional training, she addresses clients' present financial situation, investments, retirement accounts, income, saving, spending and more to help them achieve their retirement objectives. A core aim, she says, is to increase clients' awareness and control of their financial lives. Her approach emphasizes close, personal attention to and knowledge of each client. With a similar commitment to care and detailed knowledge, she also provides qualified retirement plans for small businesses.

A Certified Financial PlannerTM, as well as a licensed securities and insurance representative, she holds a bachelor’s degree in accounting from the University of Philadelphia. In addition to her role as financial columnist in a local paper, she is active in a variety of civic, charitable and financial-professional organizations. The eponymous firm she founded in 1993 serves clients in Pennsylvania, New Jersey and other states and has been affiliated with Allegheny Investments, Ltd., since 1993.

 

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