|
 |
Lauren Nassau Biography
|
 |
BIOGRAPHY OF
Lauren Nassau,
CRPC®
Business Address:
1429 Walnut Street, 600
Philadelphia, PA 19102
|
|
Mission: |
|
| |
 |
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: |
|
| |
|
2009 Financial Planner -
Professional Planning Associates |
|
2004 to 2009 American Express
Financial Advisors |
|
|
Education: |
|
College of Financial Planning
|
Completed CFP Certification
Professional Education
Program, 2008 |
|
Chartered Retirement
Planning Counselor
Certification, 2007 |
|
|
Gratz College
|
MA, Education - 1997 |
|
MA, Philosophy - 1997 |
|
|
Ithaca College
|
BA, Philosophy - 1992 |
|
|
|
Licenses: |
|
Securities:
Series 6, 7 & 63 |
|
Insurance:
Life, Health, Disability |
*Security
licenses are held with LPL
|
|
Current Practice: |
|
|
Organization Affiliations: |
|
Philadelphia Women’s Round Table |
|
Philadelphia Estate Planning
Council |
|
Jump$tart Coalition for Personal
Financial Literacy & Operation |
|
HOPE, Inc. a
not-for-profits national providers
of financial literacy and
economic empowerment programs. |
|
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 |
|
[ Home ] [ PPA Home Page ] [ Staff ] [ Why Choose PPA ] [ How We Work ] [ Our Services ] [ About US ] [ Calendar ] [ Client of the Month ] [ Newsletters ] [ FAQ ] [ Contact Us ] [ Links ] |
|
 |
