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Peter Lampert profile image

Peter Lampert

Founder and Owner at Lampert & Associates LLC
Intro Book
Seasoned financial expert with 27+ years of experience in various roles.
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Location
Littleton, Colorado, United States, US
Skills
  • Retirement Planning
  • Holistic Financial Planning
  • Wealth Management
  • Investments
  • Estate Planning
  • Show all
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Bio

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Topline AI
Peter Lampert is a seasoned financial professional with 27+ years of experience in various roles, including founder and owner of multiple companies, financial advisor, tax attorney, and certified public accountant. He holds advanced degrees in law and business from top institutions. He has expertise in retirement planning, holistic financial planning, wealth management, investments, estate planning, investment advisory, life insurance, financial analysis, financial education, tax law, and tax accounting.

Credentials

  • Attorney
    Virginia State Bar
  • Certified Public Accountant (CPA)
    Commonwealth of Virginia
  • Life & Health Insurance Licensed
    State of Colorado
  • Registered Investment Advisor (RIA)
    State of Colorado

Experience

Education

  • 1996 - 1997
    New York University School of Law
  • 1982 - 1986
    University of Nebraska-Lincoln
  • 1982 - 1986
    University of Nebraska-Lincoln
  • 1973 - 1977
    University of Virginia

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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