Jason Lampert, CFP®

Jason Lampert is a dynamic and multi-talented professional who brings a unique blend of expertise and enthusiasm to the world of finance. As a Certified Financial Planner™, Jason has dedicated himself to helping individuals achieve financial success while navigating life’s twists and turns.

Having made a career transition from corporate IT support and networking engineer to financial planner, Jason understands the importance of following one’s passions and embracing change. His own journey has given him a wealth of experience and empathy when working with individuals who are also seeking a new direction in their lives.

Beyond the spreadsheets and numbers, Jason’s true passion lies in the vibrant realm of gaming. An avid gamer geek, he can often be found diving into virtual worlds, battling dragons, and exploring galaxies far, far away. Jason is also a force to be reckoned with outside of virtual worlds. He holds a second-degree black belt in Wado Kai Karate, showcasing his discipline and dedication to personal growth, which he brings to his financial planning practice.

Jason is actively involved in the LGBTQIA+ community and the childfree movement. Jason understands the importance of embracing diverse identities and lifestyles. Through his holistic approach to financial planning and his experience as a financial counselor and coach, Jason ensures that everyone, regardless of background or identity, has the opportunity to thrive financially.

So, whether he’s building financial strategies, guiding clients towards financial freedom, or immersing himself in the latest gaming adventures, Jason is a professional who works with his clients to clarify their goals and values, and move toward their visions of the future.