Roberta Lazarz

Roberta Lazarz Email and Phone Number

Financial Planning Educator at Financial Planning Education Services @
Roberta Lazarz's Location
Scottsdale, Arizona, United States, United States
Roberta Lazarz's Contact Details

Roberta Lazarz work email

Roberta Lazarz personal email

About Roberta Lazarz

Roberta Lazarz, CFP®, MBA, MSW

Roberta Lazarz's Current Company Details
Financial Planning Education Services

Financial Planning Education Services

Financial Planning Educator at Financial Planning Education Services
Roberta Lazarz Work Experience Details
  • Financial Planning Education Services
    Financial Planning Educator
    Financial Planning Education Services Jul 2016 - Present
    Scottsdale, Az
    Develop comprehensive training and educational materials to help financial advisors educate their clients about investments, retirement savings, and retirement income and distribution planning.
  • Mercer Advisors, One Of The Largest Rias And Financial Planning Firms In The U.S
    Financial Planning Educator & Advisor
    Mercer Advisors, One Of The Largest Rias And Financial Planning Firms In The U.S Jan 2013 - Jun 2016
    Scottsdale, Arizona
    Provide financial planning training and client case support for the firm's investment advisors nationwide.
    View
  • The Jewish Federations Of North America
    Financial Resource Development Director
    The Jewish Federations Of North America Jan 2006 - Dec 2011
    Madison Wisconsin
    Financial resource development, fundraising, marketing, planned giving, major donor relations, charitable planning, event planning
    View
  • Cuna Mutual Group, The Worldwide Provider Of Financial Services To Credit Unions And Their Members
    Financial Planning
    Cuna Mutual Group, The Worldwide Provider Of Financial Services To Credit Unions And Their Members Jun 1986 - Dec 2005
    Madison, Wisconsin
    Personal finance writer, financial planning, financial planning software development, marketing, public speaking, volunteer management
    View
  • Meriter Hospital
    Administrative Officer On Duty
    Meriter Hospital May 1984 - May 1986
    Madison, Wisconsin
    Employee, volunteer, and department supervision

Roberta Lazarz Skills

Financial Planning Advisor Training Advisor Case Support Retirement Planning Wealth Management Social Security Planning Investments Medicare Planning Charitable Gift Planning Financial Resource Development Fundraising Nonprofits Public Speaking Volunteer Management Insurance

Roberta Lazarz Education Details

Frequently Asked Questions about Roberta Lazarz

What company does Roberta Lazarz work for?

Roberta Lazarz works for Financial Planning Education Services

What is Roberta Lazarz's role at the current company?

Roberta Lazarz's current role is Financial Planning Educator at Financial Planning Education Services.

What is Roberta Lazarz's email address?

Roberta Lazarz's email address is bo****@****ail.com

What schools did Roberta Lazarz attend?

Roberta Lazarz attended College For Financial Planning, University Of Wisconsin-Madison, University Of Wisconsin-Madison, University Of Wisconsin-Madison.

What skills is Roberta Lazarz known for?

Roberta Lazarz has skills like Financial Planning, Advisor Training, Advisor Case Support, Retirement Planning, Wealth Management, Social Security Planning, Investments, Medicare Planning, Charitable Gift Planning, Financial Resource Development, Fundraising, Nonprofits.

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