Lara Michelle Dalton

Role
Director of Financial Planning, Cfp at Embree Financial Group
Location
Pittsburgh, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Director of Financial Planning, Cfp

    Embree Financial Group

    Jul 2023 — Present

    EMBREE FINANCIAL is a Registered Investment Advisory firm providing Wealth Management and Retirement Plan Services. We assist a wide range of clients across the country in many different stages of life. We also provide institutions and their employees with retirement plan services.

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Lara Michelle Dalton — Director of Financial Planning, Cfp at Embree Financial Group in Pittsburgh, PA, US | Unifers