Mia Lambo
Helping career-driven women optimize their personal wealth and reduce taxes to attain the empowering financial freedom they deserve.
- Role
- Financial Advisor at Equitable
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
About Mia Lambo
As a Financial Advisor at Equitable Advisors, I help career-driven women optimize their…
Experience
Financial Advisor
Jul 2023 — Present · Pittsburgh, PA, US
WHAT I DO: I specialize in helping individuals retire when they want, with as much as they want. I use a goal-based approach to give clients clarity without having to pay for my time or my team\'s advice. We offer the following: Retirement Planning Business Planning Estate Conservation Strategies Fixed and Variable Annuities Variable and Traditional Life Insurance Disability Income and Other Insurance Long-Term Care Insurance 401(k) and other Company Sponsored Plans 403(b) Plans Mutual Funds Traditional and Roth IRAs Brokerage Accounts 529 Plans Deferred Compensation Programs Buy-Sell Plans Life Insurance for Key Persons Asset Allocation Strategies HOW I DO IT: Through our personalized process, I create and target specific goals for my clients, using the latest financial planning tools. In that time, I quantify your objectives and give recommendations on strategies that will get you to the finish line. Ultimately you are driving the car the entire time, I am a GPS. WHAT MAKES ME DIFFERENT: I use a pay-it-forward model that at its core is focused on client engagement and fostering mutual trust. For that reason, my clients never pay for my time or my advice. I believe that I can improve your situation and create a lasting relationship to guide you through whatever life throws at you. Want To Learn More? 41••••••86 m••••••••@equitable.com
Education
Blair Academy
High School Diploma
2012 — 2015
College of the Holy Cross
Bachelor's degree, English Language and Literature, General
2016 — 2020
University of Pennsylvania
Master of Education - MEd, Urban Education and Leadership
2020 — 2022
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