Bud Lavery, Cfp®

Bud Lavery, Cfp® Email and Phone Number

Author - The Zen of Retirement: Financial Freedom, Inner Peace, and Your Next Chapter @ Self Published Author
Reno, NV, US
Bud Lavery, Cfp®'s Location
Eureka, Montana, United States, United States
Bud Lavery, Cfp®'s Contact Details

Bud Lavery, Cfp® work email

Bud Lavery, Cfp® personal email

n/a

Bud Lavery, Cfp® phone numbers

About Bud Lavery, Cfp®

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.

Bud Lavery, Cfp®'s Current Company Details
Self Published Author

Self Published Author

View
Author - The Zen of Retirement: Financial Freedom, Inner Peace, and Your Next Chapter
Reno, NV, US
Employees:
4
Bud Lavery, Cfp® Work Experience Details
  • Self Published Author
    Author - The Zen Of Retirement: Financial Freedom, Inner Peace, And Your Next Chapter
    Self Published Author
    Reno, Nv, Us
  • Capstone Wealth Partners
    Financial Planner
    Capstone Wealth Partners 2023 - Present
  • San Diego Wealth
    Paraplanner
    San Diego Wealth 2022 - 2023
  • Mentorhub
    Ceo
    Mentorhub 2020 - 2021
  • Mentor North Carolina
    Director Of Technical Assistance And Leadership Development
    Mentor North Carolina 2019 - 2020
    Durham, North Carolina, United States
  • Campus Candor
    Ceo & Founder
    Campus Candor 2017 - 2019
    Durham, Nc
  • Innovation Research & Training
    Vice President Of Operations & Communications
    Innovation Research & Training 2015 - 2018
    Durham, Nc
  • Prevent Child Abuse North Carolina
    Ceo
    Prevent Child Abuse North Carolina 2013 - 2015
    Raleigh, Nc
  • Communities In Schools Of Durham
    Executive Director
    Communities In Schools Of Durham 2005 - 2013
    Durham, Nc

Bud Lavery, Cfp® Skills

Non Profits Community Outreach Fundraising Program Development Public Speaking Teaching Research Strategic Planning Newsletters Grants Training Social Media Nonprofits Leadership Development Social Services Community Development Project Planning Leadership Program Evaluation Budgets Public Policy Volunteer Management Blogging Program Management Annual Giving Board Development Policy Analysis Facebook Grant Writing Non Profit Administration Social Networking Staff Development Philanthropy Mental Health Nonprofit Organizations Team Leadership Product Development Change Management Educational Technology Mindfulness Organizational Culture Business Intelligence Tools

Bud Lavery, Cfp® Education Details

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®.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.