J. Jeffrey Lambert

J. Jeffrey Lambert, CFP

Financial Advisor

J. Jeffrey Lambert

J. Jeffrey Lambert, CFP

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - J. Jeffrey Lambert

916-685-7040

Fee-Only financial planner located in Folsom, CA, serving clients locally and across the country

Meet J. Jeffrey Lambert

J. Jeffrey Lambert is a Folsom, CA fee-only financial planner. J. Jeffrey Lambert, CFP provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, J. Jeffrey Lambert is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

J. Jeffrey Lambert is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    J. Jeffrey Lambert is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact J. Jeffrey Lambert

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Office Locations:

  • 1024 Iron Point Rd
    Folsom, CA 95630

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