Patricia Lampert, CFP®

Patricia M. Lampert, CFP® is a Registered Representative with Allegheny Investments, LTD, member FINRA/SIPC. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Ms. Lampert provides comprehensive financial planning to individuals and families in Pennsylvania, New Jersey and other states. Through a disciplined process, she addresses clients’ present financial situation, investments, retirement, estate planning, tax planning, education planning, and insurance. Ms. Lampert also provides qualified retirement plans for small businesses. She aims to increase clients’ awareness and control of their financial lives. Ms. Lampert’s approach emphasizes close, personal attention to and knowledge of each client.