Certified Financial Planner™ Practitioner
CurrentAn overview of what you can expect:1. Consistency in first serving my clients as an independent advisor by listening, then partnering with them to execute an investment portfolio matching their financial situation and long term goals. 2. In-depth knowledge of client portfolio analysis by serving clientele across three regional metropolitan markets including experience serving MIT and Harvard Universities faculty and staff.3. Supported by the largest independent broker dealer, LPL Financial (as reported in Financial Planning magazine 1996-2013, based on total revenues).Securities and advisory services offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the website section. Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser. Northeast Planning Associates, Inc is a separate entity from LPL Financial.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.lawrenceplanning.com.
