Financial Planner
Current
Feb 2024 - Present
AeroLeads people directory · profile
Daniel Lamb -- Cfp®, Cka®, Apma™ Email & Phone Number
Financial Planner at Embassy Wealth Advisors – a private wealth advisory practice of Ameriprise Financial Services, LLC
at
Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
1 work email found
@monsterenergy.com
2 phones found area 866 and 800
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Planner at Embassy Wealth Advisors – a private wealth advisory practice of Ameriprise Financial Services, LLC
Location
Cherry Hill, New Jersey, United States
Who is Daniel Lamb -- Cfp®, Cka®, Apma™? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Lamb -- Cfp®, Cka®, Apma™ is listed as Financial Planner at Embassy Wealth Advisors – a private wealth advisory practice of Ameriprise Financial Services, LLC at Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC, based in Cherry Hill, New Jersey, United States. AeroLeads shows a work email signal at monsterenergy.com, phone signal with area code 866, 800, and a matched LinkedIn profile for Daniel Lamb -- Cfp®, Cka®, Apma™.
Daniel Lamb -- Cfp®, Cka®, Apma™ previously worked as Financial Planner at Embassy Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc and Financial Planner at Stewardship Financial Services – An Ameriprise Financial Services, Llc. Practice. Daniel Lamb -- Cfp®, Cka®, Apma™ holds Finance And Financial Planning, Finance And Financial Management Services from Temple University.
Company email context
Email format at Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC
This section adds company-level context without repeating Daniel Lamb -- Cfp®, Cka®, Apma™'s masked contact details.
*@monsterenergy.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Lamb -- Cfp®, Cka®, Apma™. Compare company email patterns before reaching out.
Profile bio
About Daniel Lamb -- Cfp®, Cka®, Apma™
Daniel Lamb -- Cfp®, Cka®, Apma™ is a Financial Planner at Embassy Wealth Advisors – a private wealth advisory practice of Ameriprise Financial Services, LLC at Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Current workplace
Daniel Lamb -- Cfp®, Cka®, Apma™'s current company
Company context helps verify the profile and gives searchers a useful next step.
Embassy Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc
AeroLeads page
8 roles
Daniel Lamb -- Cfp®, Cka®, Apma™ work experience
A career timeline built from the work history available for this profile.
Financial Planner
Stewardship Financial Services – An Ameriprise Financial Services, Llc. Practice
Apr 2020 - Feb 2024
Paraplanner
Apr 2019 - Apr 2020
Jan 2019 - Mar 2019
Associate
Temple Resev Llc
Jan 2017 - Dec 2018
Future Advisor
Jun 2017 - Jul 2018
Billing Associate
May 2016 - Oct 2016
Billing Associate
May 2016 - May 2016
1 education record
Daniel Lamb -- Cfp®, Cka®, Apma™ education
-
Temple University
FAQ
Frequently asked questions about Daniel Lamb -- Cfp®, Cka®, Apma™
Quick answers generated from the profile data available on this page.
What company does Daniel Lamb -- Cfp®, Cka®, Apma™ work for?
Daniel Lamb -- Cfp®, Cka®, Apma™ works for Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What is Daniel Lamb -- Cfp®, Cka®, Apma™'s role at Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC?
Daniel Lamb -- Cfp®, Cka®, Apma™ is listed as Financial Planner at Embassy Wealth Advisors – a private wealth advisory practice of Ameriprise Financial Services, LLC at Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What is Daniel Lamb -- Cfp®, Cka®, Apma™'s email address?
AeroLeads has found 1 work email signal at @monsterenergy.com for Daniel Lamb -- Cfp®, Cka®, Apma™ at Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What is Daniel Lamb -- Cfp®, Cka®, Apma™'s phone number?
AeroLeads has found 2 phone signal(s) with area code 866, 800 for Daniel Lamb -- Cfp®, Cka®, Apma™ at Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
Where is Daniel Lamb -- Cfp®, Cka®, Apma™ based?
Daniel Lamb -- Cfp®, Cka®, Apma™ is based in Cherry Hill, New Jersey, United States while working with Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC.
What companies has Daniel Lamb -- Cfp®, Cka®, Apma™ worked for?
Daniel Lamb -- Cfp®, Cka®, Apma™ has worked for Embassy Wealth Advisors, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc, Stewardship Financial Services – An Ameriprise Financial Services, Llc. Practice, Ameriprise Financial Services, Inc., Massmutual Greater Philadelphia, and Temple Resev Llc.
How can I contact Daniel Lamb -- Cfp®, Cka®, Apma™?
You can use AeroLeads to view verified contact signals for Daniel Lamb -- Cfp®, Cka®, Apma™ at Embassy Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Daniel Lamb -- Cfp®, Cka®, Apma™ attend?
Daniel Lamb -- Cfp®, Cka®, Apma™ holds Finance And Financial Planning, Finance And Financial Management Services from Temple University.
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