Patrick Lanza Email & Phone Number

Our MissionAt Lanza Financial, we care about you. Our mission is to understand and achieve what’s important to you by providing holistic wealth management and tax guidance that will empower you to make better financial decisions.Our ValuesWhat we do is more important than what we say. We embody authenticity. We know what’s at stake. We know clients look to us for guidance. We take this responsibility seriously and speak plainly. We support you with a team of business and tax experts. We act from the heart. We are transparent about your financial strategy and communicate the details in an easy-to-understand manner. By listening to our clients and providing the best guidance to suit their needs, we create long term relationships that provide peace of mind.Our DutyAs an independent advisor we always act in our clients’ best interest. We have strong conviction and take the fiduciary duties of care, confidentiality, loyalty, obedience, and accounting very seriously. We maintain our practice in accordance with the CFP® professional code of ethics:1. Act with honesty, integrity, competence, and diligence.2. Act in the client’s best interests.3. Exercise due care.4. Avoid or disclose and manage conflicts of interest.5. Maintain the confidentiality and protect the privacy of client information.6. Act in a manner that reflects positively on the financial planning profession and CFP® certification.This duty allows us to establish trust and long-term personal relationships with our clients. We use our high level of expertise to provide customized guidance and support to our clients’ complex financial needs.Lanza Financial was founded by Patrick G Lanza, a practicing CPA in Public Accounting for over 25 years. Realizing he could serve his clients deeper with holistic financial planning that would allow them to retire with dignity, Patrick formalized his financial planning Practice by obtaining his Series 6 license in 2011. In 2014 he became a licensed insurance representative and obtained his Series 7 and Series 65 license.Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Lanza Financial Services, LLC are not affiliated.Content provided via links to third party sites should not be considered an endorsement of third party content. We make no representation as to the completeness or accuracy of information provided at these websites.

Listed skills include Accounting, Tax, Tax Preparation, Finance, and 12 others.

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  University Of New Orleans