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We have been in the business of providing Financial services since 1953. You can be sure of good creative advice and courteous service in all your dealings with us.

 

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Lauren Nassau Biography

BIOGRAPHY OF
Lauren Nassau, CRPC®
 

Business Address:
 1429 Walnut Street, 600
Philadelphia, PA 19102

 

 
Mission:  
 
bullet My mission is to help my clients feel in control of their financial objectives and options. Our changing economic environment and media overload instill confusion about how to implement personal financial strategies. My clients have learned from their experiences that now more than ever, they’re in need of a full service financial advisor who is committed to the realization of their goals.
Background:  
 
bullet 2009 Financial Planner - Professional Planning Associates
bullet 2004 to 2009 American Express Financial Advisors
Education:
bullet College of Financial Planning
bullet Completed CFP Certification Professional Education Program, 2008
bullet Chartered Retirement Planning Counselor Certification, 2007
bullet Gratz College
bullet MA, Education - 1997
bullet MA, Philosophy - 1997
bullet Ithaca College
bullet BA, Philosophy - 1992
Licenses:
bullet Securities: Series 6, 7 & 63
bullet Insurance: Life, Health, Disability

*Security licenses are held with LPL
Current Practice:
bullet Personal Finance Planning
bullet Investment Planning
bullet Insurance Planning; Life,Disability, Long Term Care
bullet

Education Planning

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Stock Option Analysis

bullet

Tax Strategies

bullet

Retirement Planning

bullet

Cash Flow Planning

bullet

Business Planning

bullet

Owner Insurance

bullet Executive Compensation
bullet Succession Planning
bullet Employee Benefits: Health, Disability, Life, Retirement Plans
Organization Affiliations:
bullet

Philadelphia Women’s Round Table

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Philadelphia Estate Planning Council

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Jump$tart Coalition for Personal Financial Literacy & Operation

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HOPE, Inc. a not-for-profits national providers of financial literacy and economic empowerment programs.

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Delaware Valley Legacy Fund: Platinum Award Advisor

 

Let Professional Planning Associates help you protect
your assets and grow your business.

To schedule an appointment, or for more information,
call us today at 215.875.8666

Securities & Financial Planning offered through LPL Financial, Member FINRA/SIPC
 The LPL representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
 CA, CT, DE, FL, MA, MD, NC, NJ, NY, PA

Professional Planning Associates ● 1429 Walnut Street ● Philadelphia, PA 19102 · 215.875.8666 · 215.875.8745 FAX
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