Jason Lampert

Background

About Jason Lampert

I am a financial planner/counselor/coach. I partner with my clients to create, implement and monitor cash-flow based plans for reaching their life goals and honoring their values. I provide unbiased, objective planning services, grounded in the financial coaching framework. The best expert in a client's life is the client themselves. Most recently I provided financial plans and financial literacy for participants of the NYC Deferred Compensation Plan of NYC, serving NYC's public servants and uniformed employees. I had the honor of working with US Veterans as a Financial Coach with the CFPB Financial Coaching program. Served 18 months as a financial counselor with NYCs Financial Empowerment program Completed Certified Financial Planner(tm) requirements in Aug 2015 Completed Accredited Financial Counselor requirements in Mar 2016 Opened sole-operator planning firm: Lucid Life Planning as a member of the fee-only Garrett Planning Network (currently suspended) BS in Business at CUNY (June 2010) 12 years experience as a Desktop, Server and Network support engineer. CCNA (November 2007) Specialties: Retirement Planning, Financial Coaching, Life Planning, Personal Financial Planning, Debt Management, Cashflow management, Spending Plans, Financial Planning for ADD & ADHD adults, DYI investing, Non-traditional family financial planning, Technology Applications for Financial Planning, Market Data Applications, Network administration.