Jamie Lapin, Cfp®, Cdfa®, Aif®
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Jamie Lapin, Cfp®, Cdfa®, Aif® Email & Phone Number

President, Private Wealth Advisor at Risk Management Group LLC
Location: Washington Dc-Baltimore Area, United States 1 work role 2 schools
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Current company
Risk Management Group LLC
Role
President, Private Wealth Advisor
Location
Washington Dc-Baltimore Area, United States

Who is Jamie Lapin, Cfp®, Cdfa®, Aif®? Overview

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Jamie Lapin, Cfp®, Cdfa®, Aif® is listed as President, Private Wealth Advisor at Risk Management Group LLC, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Jamie Lapin, Cfp®, Cdfa®, Aif®.

Jamie Lapin, Cfp®, Cdfa®, Aif® holds Bachelor Of Science (Bs), History from University Of Maryland College Park.

Profile bio

About Jamie Lapin, Cfp®, Cdfa®, Aif®

Freedom isn’t about having money in the bank. It's about having the right financial guidance to help you create a complete road map to your future. At RMG Advisors, we've been doing that for more than 40 years. This family-owned company was started in 1965 by my dad as an insurance brokerage. It grew into a full-service financial firm when we realized our clients needed more. My experience as a stockbroker and seeing clients invest without goals or purpose motivated me to become one of the first Certified Financial Planners in the US. Within 3 years, I was VP of Financial Planning at a major Wall Street firm.I have found most people are uncomfortable tackling money issues, so they wait...until they can no longer wait. At RMG, we create a safe environment for making important money decisions, and guide you every step of the way, so you can focus on life.Risk Management Group LLC d/b/a RMG Advisors and The Fed Corner ("RMG") is a registered investment advisor firm located at 14 South Adams Street Rockville, MD 20850. RMG’s investment adviser representatives only serve clients and future clients in those states in which it is licensed and registered or exempt from registration requirements. For detailed information about RMG's investment adviser representatives, you may visit www.adviserinfo.sec.gov. Information contained on this site is intended for informational purposes only. Past performance is not indicative of future results. Nothing on this website should be considered to be advice, a solicitation, offer or recommendation. Different types of investments or investment strategies involve varying levels of risk and possible loss of capital. RMG provides links to other websites in an effort to assist users in locating information what might be of interest to them. RMG is not responsible for the content of third-party websites and their inclusion does not constitute endorsement. Reviewing, posting, commenting or otherwise engaging on this site is not intended to be endorsements of RMG, our advisors or our services, and are not compensated. Activity on this site is not a substitute for working one-on-one with an investment advisor and does not constitute an engagement. RMG only provides advisory services when a financial services agreement has been executed. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. Although we appreciate your feedback, please honor our request to limit your posts to industry-related educational information or comments.

Current workplace

Jamie Lapin, Cfp®, Cdfa®, Aif®'s current company

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Risk Management Group LLC
Risk Management Group Llc
President, Private Wealth Advisor
1 role

Jamie Lapin, Cfp®, Cdfa®, Aif® work experience

A career timeline built from the work history available for this profile.

  • Risk Management Group Llc
    President, Private Wealth Advisor
    Risk Management Group Llc
    Jan 1977 - Present - 14 S. Adams Street Rockville, Md 20850
2 education records

Jamie Lapin, Cfp®, Cdfa®, Aif® education

Advanced Negotiation Skills Program, Harvard Negotiation Insight Initiative

Program On Negotiation At Harvard Law School
FAQ

Frequently asked questions about Jamie Lapin, Cfp®, Cdfa®, Aif®

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What company does Jamie Lapin, Cfp®, Cdfa®, Aif® work for?

Jamie Lapin, Cfp®, Cdfa®, Aif® works for Risk Management Group LLC.

What is Jamie Lapin, Cfp®, Cdfa®, Aif®'s role at Risk Management Group LLC?

Jamie Lapin, Cfp®, Cdfa®, Aif® is listed as President, Private Wealth Advisor at Risk Management Group LLC.

Where is Jamie Lapin, Cfp®, Cdfa®, Aif® based?

Jamie Lapin, Cfp®, Cdfa®, Aif® is based in Washington Dc-Baltimore Area, United States while working with Risk Management Group LLC.

What companies has Jamie Lapin, Cfp®, Cdfa®, Aif® worked for?

Jamie Lapin, Cfp®, Cdfa®, Aif® has worked for Risk Management Group Llc.

How can I contact Jamie Lapin, Cfp®, Cdfa®, Aif®?

You can use AeroLeads to view verified contact signals for Jamie Lapin, Cfp®, Cdfa®, Aif® at Risk Management Group LLC, including work email, phone, and LinkedIn data when available.

What schools did Jamie Lapin, Cfp®, Cdfa®, Aif® attend?

Jamie Lapin, Cfp®, Cdfa®, Aif® holds Bachelor Of Science (Bs), History from University Of Maryland College Park.

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