Our Firm

Jamie Lapin is a recognized authority on investments, taxation and economics of life transition.   Among the first Certified Financial Planners (CFP^®), Jamie was a key designer of the financial planning programs of two major New York Stock Exchange member brokerage houses, and among their first Vice Presidents of Financial Planning.  Understanding well before Wall Street the importance of putting clients` needs first, Jamie opened her own financial planning firm in 1984, with the goal of providing all clients with the tools, knowledge, and confidence to achieve their economic goals.