Bud Lavery, Cfp® Email and Phone Number
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Bud Lavery, Cfp® personal email
Bud Lavery, Cfp® phone numbers
What makes my work unique is my blending of evidence and mindfulness into financial planning. My science background has me always focused on what actually works (i.e. does it have evidence?). This is particularly important in financial planning as many people and institutions are promoting investments and other services that benefit them more than they benefit you. There is solid research (including the work of Nobel Prize-winning economists) about what works in investing and finances, but it is hard to find amongst all the noise and self-promotion.Mindfulness grounds me in what is important in life and helps me bring empathy and compassion to financial planning. I want to understand what you most deeply want out of life. What are your dreams...and your fears? Do you fear running out of money? Do you fear making major mistakes with your investments or in deciding when to take Social Security? Do you want to understand when you can retire or how much you can spend in retirement? Would you love to satisfy your curiosity and joy by savoring a cappuccino in Rome? Or do you want to experience the beauty of Glacier and Denali? Life is a journey with twists and turns, unexpected challenges, and moments of grace and beauty. Sometimes (often?) it doesn't go as planned and plans need to be adjusted. This is when an empathic and thoughtful partner who understands you, your values, and your priorities is most important.Money should be a facilitator of what you most want out of life, not the end goal. While I love finding ways to save clients tens or even hundreds of thousands of dollars in taxes, more importantly, I love when clients feel more secure, calm, and confident.
Self Published Author
View- Website:
- capstonewealthpartners.com
- Employees:
- 4
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Author - The Zen Of Retirement: Financial Freedom, Inner Peace, And Your Next ChapterSelf Published AuthorReno, Nv, Us -
Financial PlannerCapstone Wealth Partners 2023 - Present -
ParaplannerSan Diego Wealth 2022 - 2023 -
CeoMentorhub 2020 - 2021
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Director Of Technical Assistance And Leadership DevelopmentMentor North Carolina 2019 - 2020Durham, North Carolina, United States -
Ceo & FounderCampus Candor 2017 - 2019Durham, Nc
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Vice President Of Operations & CommunicationsInnovation Research & Training 2015 - 2018Durham, Nc -
CeoPrevent Child Abuse North Carolina 2013 - 2015Raleigh, Nc -
Executive DirectorCommunities In Schools Of Durham 2005 - 2013Durham, Nc
Bud Lavery, Cfp® Skills
Bud Lavery, Cfp® Education Details
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Biology -
Master Of Social Work (M.S.W.) -
Certificate In Financial Planning
Frequently Asked Questions about Bud Lavery, Cfp®
What company does Bud Lavery, Cfp® work for?
Bud Lavery, Cfp® works for Self Published Author
What is Bud Lavery, Cfp®'s role at the current company?
Bud Lavery, Cfp®'s current role is Author - The Zen of Retirement: Financial Freedom, Inner Peace, and Your Next Chapter.
What is Bud Lavery, Cfp®'s email address?
Bud Lavery, Cfp®'s email address is bl****@****tinc.us
What is Bud Lavery, Cfp®'s direct phone number?
Bud Lavery, Cfp®'s direct phone number is +191940*****
What schools did Bud Lavery, Cfp® attend?
Bud Lavery, Cfp® attended Duke University, Unc Chapel Hill, Northwestern University.
What are some of Bud Lavery, Cfp®'s interests?
Bud Lavery, Cfp® has interest in Social Services, Children, White Water Rafting, Economic Empowerment, Environment, Education, Poverty Alleviation, Hiking, Mindfulness, Health.
What skills is Bud Lavery, Cfp® known for?
Bud Lavery, Cfp® has skills like Non Profits, Community Outreach, Fundraising, Program Development, Public Speaking, Teaching, Research, Strategic Planning, Newsletters, Grants, Training, Social Media.
Who are Bud Lavery, Cfp®'s colleagues?
Bud Lavery, Cfp®'s colleagues are Allen Montgomery, Ryan Sheppard, Chfc®.
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