Lauren Rebbel, Cfp®, Cdfa®

Lauren Rebbel, Cfp®, Cdfa® Email and Phone Number

CFP ®, CDFA®, Senior Wealth Advisor @ Prosperity - An EisnerAmper Company
Owings Mills, MD, US
Lauren Rebbel, Cfp®, Cdfa®'s Location
Owings Mills, Maryland, United States, United States
Lauren Rebbel, Cfp®, Cdfa®'s Contact Details

Lauren Rebbel, Cfp®, Cdfa® work email

Lauren Rebbel, Cfp®, Cdfa® personal email

About Lauren Rebbel, Cfp®, Cdfa®

I am a CERTIFIED FINANCIAL PLANNER™ professional and Partner with The Prosperity Consulting Group, an independent financial advisory firm. I specialize in working closely with individuals, families and business owners / corporate executives helping them organize, understand, manage and track progress towards their financial goals. I take the time to listen and fully understand my clients’ financial objectives and concerns, before delivering advice and offering solutions in concert with a client’s attorneys, tax advisors, bankers, mediators and other trusted advisors.Securities offered through DAI Securities Member FINRA/SIPC. Investment advisory services offered through The Prosperity Consulting Group, LLC, a Registered Investment Adviser.The Prosperity Consulting Group, LLC is not affiliated with DAI Securities.The Prosperity Consulting Group, LLC does not approve or endorse any third-party communications posted on Twitter, Facebook, LinkedIn or any other social media, nor does it encourage any such parties to post on its behalf.

Lauren Rebbel, Cfp®, Cdfa®'s Current Company Details
Prosperity - An EisnerAmper Company

Prosperity - An Eisneramper Company

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CFP ®, CDFA®, Senior Wealth Advisor
Owings Mills, MD, US
Website:
prosperityea.com
Employees:
49
Lauren Rebbel, Cfp®, Cdfa® Work Experience Details
  • Prosperity - An Eisneramper Company
    Cfp ®, Cdfa®, Senior Wealth Advisor
    Prosperity - An Eisneramper Company
    Owings Mills, Md, Us
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  • The Prosperity Consulting Group, Llc
    Cfp ®, Financial Advisor
    The Prosperity Consulting Group, Llc Oct 2013 - Present
    Owings Mills, Maryland, Us
    The core of my practice focuses on my passion for helping women navigate through a life changing transition: divorce, loss of spouse, etc. * Divorce* Loss of a Spouse * Retirement / Financial Planning* Estate Planning* Insurance Planning* Investment Planning* Wealth ManagementDivorce:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬• Navigating the financial intricacies of divorce • Advise in settlement structure and asset division • Empower and educate women so they feel confident and comfortable in voicing their new financial goals, objectives and purpose and are engaged in the planning and investment processLoss of a Spouse:▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬• Help clients move forward after a significant emotional and financial change• Learn the new fears, needs and financial goals of my clients• Explain Social Security options• Help women financially plan for their newly defined purpose and objectives for their assets/ investments
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  • The Female Force
    Owner & Blogger
    The Female Force May 2017 - Present
    The Female Force will give you top secrets and advice of successful women. You will gain REAL ideas and strategies from fierce and fabulous women to tackle career and life goals. You will be inspired and learn from those who are paving the way for other women. Nothing is sugar coated and no conversation is off limits. From career, to money, to kids (and everything in between), you will get something out of every post that you can implement in your life today to help make you more successful.
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  • Slaive Federal Savings Bank
    Cfp®, Vice President Financial Services
    Slaive Federal Savings Bank Jun 2007 - Oct 2013
    I built and grew the Wealth Management division for the bank.
  • Ferris, Baker Watts, Inc.
    Investment Executive
    Ferris, Baker Watts, Inc. Jun 2004 - Jun 2007
  • Morgan Stanley
    Financial Advisor, Retirment Planning Specialist
    Morgan Stanley May 2001 - Jun 2004
    New York, Ny, Us
    View

Lauren Rebbel, Cfp®, Cdfa® Skills

Investment Planning Wealth Management Estate Planning Strategic Financial Planning Risk Management Financial Advisory Financial Services Retirement Planning 401 Retirement Savings Plans

Lauren Rebbel, Cfp®, Cdfa® Education Details

  • Mcdaniel College
    Mcdaniel College
    Dual Major In Economics And Business Administration
  • Mcdaniel College
    Mcdaniel College

Frequently Asked Questions about Lauren Rebbel, Cfp®, Cdfa®

What company does Lauren Rebbel, Cfp®, Cdfa® work for?

Lauren Rebbel, Cfp®, Cdfa® works for Prosperity - An Eisneramper Company

What is Lauren Rebbel, Cfp®, Cdfa®'s role at the current company?

Lauren Rebbel, Cfp®, Cdfa®'s current role is CFP ®, CDFA®, Senior Wealth Advisor.

What is Lauren Rebbel, Cfp®, Cdfa®'s email address?

Lauren Rebbel, Cfp®, Cdfa®'s email address is lm****@****ult.com

What is Lauren Rebbel, Cfp®, Cdfa®'s direct phone number?

Lauren Rebbel, Cfp®, Cdfa®'s direct phone number is +141022*****

What schools did Lauren Rebbel, Cfp®, Cdfa® attend?

Lauren Rebbel, Cfp®, Cdfa® attended Mcdaniel College, Mcdaniel College.

What skills is Lauren Rebbel, Cfp®, Cdfa® known for?

Lauren Rebbel, Cfp®, Cdfa® has skills like Investment Planning, Wealth Management, Estate Planning, Strategic Financial Planning, Risk Management, Financial Advisory, Financial Services, Retirement Planning, 401 Retirement Savings Plans.

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