Lara Lamb

Financial Advisor and Partner at Abacus Wealth Partners | Public Speaker | Empowering women to become confident with their money and achieve their financial goals

Role
Partner Financial Advisor at Abacus Wealth Partners
Location
Santa Monica, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lara Lamb

Lara Lamb has a passion for providing financial planning to women going through divorce…

Experience

  1. Partner Financial Advisor

    Abacus Wealth Partners

    Aug 2013 — Present · Encino, CA, US

    Abacus Wealth Partners provides financial planning and wealth management to clients at every stage of life with no asset or income minimums and no products sold. Our financial planning services are customized for each client based on their needs and are available on an ongoing flat-fee basis along with assets under management. As Fee-Only advisors, we work solely for our clients. Since no commissions or referral fees are ever received, potential conflicts of interest regarding compensation are minimized.

Education

  • UCLA

    Certificate

    2001 — 2003

Skills

  • Financial Analysis
  • Small Business
  • Financial Planners
  • Retirement Planning
  • Portfolio Management
  • Financial Advisory
  • Personal Finance
  • Managerial Finance
  • Business Planning
  • Strategic Financial Planning
  • Education Funding
  • Finance
  • Cash Flow
  • Financial Services
  • Real Estate
  • Long-Term Care
  • Leadership
  • Securities
  • Estate Planning
  • Insurance

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Lara Lamb — Partner Financial Advisor at Abacus Wealth Partners in Santa Monica, CA, US | Unifers