Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Financial Planner

Jennifer Lazarus

CFP®

Lazarus Financial Planning, LLC

Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jennifer Lazarus, CFP®

At this time, we are no longer open to new clients.

Meet Jennifer Lazarus

At this time, we are no longer open to new clients.


What I most value about financial planning is getting to know my clients much deeper than the numbers -- hearing what really matters to them and helping them bring that into being. 

While many people hire me initially because of the investments, I often hear that the true value lies in all the work we do above and beyond the portfolio. In other words, financial planning is so much more than just managing the money. I help people get organized and take care of all the details of their financial lives: everything from being intentional with where their money is going to reviewing their insurance coverage and helping them get what they need; from discussing how much to put down on their new home to making sure their legal documents reflect their intentions. 

As a “financial planner for the socially responsible investor,” I work exclusively with people who share my conviction that we can solve social and environmental problems by how we spend, donate, volunteer, and invest our capital. Here again, our conversations are deeper than just what’s in the portfolio because there are so many ways to be socially responsible with our money that goes well beyond what’s in the brokerage account.

Because the way I work engages people at the level of their values, aspirations, and yes, even their stumbling blocks, I am regularly helping people improve their relationship with money, and their relationships with each other around money.

While the technical side is intellectually engaging and feeds my love of learning, it’s the human connection, the relationship that strengthens over time, and the chance to really impact someone’s life that energizes me. At the end of the day, the greatest compliment is to hear: you remind me of who I am and we move forward with that.

 

Jennifer Lazarus 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)
    Jennifer Lazarus 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 Jennifer Lazarus

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Office Locations:

  • Durham, NC 27713

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