Lamar Watson
CFP®
Dream Financial Planning, LLC
Founder and Financial Planner
Lamar Watson
CFP®
Dream Financial Planning, LLC
Founder and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Lamar Watson, CFP®
Fee-Only financial planner located in Miami, FL serving clients locally and across the country
Lamar Watson is a Miami, Fl Fee-Only Financial Planner. Dream Financial Planning, LLC provides comprehensive financial planning and investment management to help young people and minorities organize, grow and protect their assets through life’s transitions. As a Fee-Only, Fiduciary, and independent financial advisor, Lamar Watson is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Lamar Watson, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor in Reston, VA. He has over 15 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams.
Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience.
Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan for many Washington sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail and traveling.
Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.
Lamar Watson 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.
Dream Financial Planning is a Registered Investment Advisor of Virginia and serving clients throughout the country – The mission of Dream Financial Planning to help two communities that have typically been underserved by the financial planning community, young people and minorities.
Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients.
Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way, there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Retirement Planning
- Budgeting and Cash Flow Planning
- Investment Management
- Comprehensive Financial Planning
- Tax Planning
- Insurance Review
- Estate Planning
Ideal Clients
- Pre-Retirees
- Minorities
- Young Professionals in their 30s and 40s
- Newlyweds
- Growing Families
- First Time Homebuyers
- Novice Investors
Working Together
- Complimentary Initial Consultation
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Lamar Watson is a NAPFA-Registered Financial AdvisorThe 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.
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Lamar Watson is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Lamar Watson is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Contact Lamar Watson
Office Locations:
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NE 2nd Avenue
Miami, FL 33132
