Unclaimed
Lara Gaston Lamb is a financial advisor with Abacus Wealth Partners. Lara has been in the industry since August 2013 and is registered with the state of California. Lara is a Certified Financial Planner and has expertise in financial planning, pension consulting, educational seminars, and portfolio management. Lara has a strong track record of working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/27/2013 - Present
Abacus Wealth Partners (SANTA MONICA CA)
Active
Inactive
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