Who We Are

Lara Lamb, CFP®, is the founder of Lamb Financial Planning LLC, a Registered Investment Advisor and financial planning firm headquartered in Encino, CA.

The company specializes in providing hourly fee-only financial planning services to people from all walks of life.  “I’ve always believed that objective, professional advice should be available to anyone”, Lara says. “I founded my firm to act on that belief.”

Since the firm does not accept third-party compensation (that is, payments or commissions from brokerage firms or other organizations), it is genuinely independent, with no potential conflicts of interest in its investment advice.  All planning services are offered one-time/as-needed or on an ongoing basis, in order to meet the particular needs of each client.

”It’s exciting to see people discover the benefits of fee-only financial planning for professional advice and asset management services,” Lara says. ”Because I work solely for my clients, I have one focus: Empowering my clients with the information and perspective they need to make sound financial decisions, at every stage of life.”

SUMMARY OF EXPERIENCE AND EDUCATION

• Highly experienced financial advisor, committed to the financial planning profession since 2001.
• Graduated from California State University of Northridge with a Bachelors of Science in Business Administration with a concentration in Finance.
• Completed CFP® course work through the UCLA Extension Personal Financial Planning (PFP) program.  View a video on YouTube with Lara’s perspective on the program:  http://www.youtube.com/watch?v=xLO83HX2gjI
• Received Certified Financial Planner (CFP®) designation from the CFP Board of Standards in 2004.
• Vice President and Partner at Gainsborough Financial Consultants, Inc., an investment management and financial planning firm specializing in serving high net worth clientele, from 2001 to 2009.
• Researched possibilities for expanding the benefits of financial planning to wider audiences, outside of the narrow demographic of affluent clients.  Developed a business model based on those objectives.
• Founded Lamb Financial Planning LLC in 2009 with a vision to offer high-quality financial advice and planning services to people at all income levels, from all walks of life.

INDUSTRY LEADERSHIP

Throughout Lara’s career, she has been involved in developing and promoting the financial planning industry on many levels:

• Active in the local Los Angeles chapter of the Financial Planning Association (FPA), formerly the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP).
• Currently serving as the Director of Membership for 2009 in the Los Angeles FPA Chapter.
• Member of NexGen FPA.
• Instructor in the UCLA Extension Personal Financial Planning program.
• Guest lecturer in the UCLA Extension Personal Financial Planning program on practice management, career paths, and industry involvement.

Lara is a native of Los Angeles and spends her free time with her husband Brian and their two children, David and Skylar.  She is an avid reader and enjoys outdoor sports, including softball, tennis, and volleyball (when the children allow it).

Email Lara at Lara@LambFinancialPlanning.com