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Webinar: Claiming Social Security: Strategies for Approaching Retirement

Meet Lara Mazek, CFP®

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(800) 345-4783

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About Lara

Lara provides comprehensive wealth management strategies to help people optimize their financial lives. As a financial adviser, she works closely with clients to make smart decisions that can help them reach their financial goals. Her services include retirement and tax planning as well as investment portfolio advice.

Lara has earned the designation of CERTIFIED FINANCIAL PLANNER™. She received a BBA in Finance from Walsh College.

Connect with Lara on LinkedIn

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Specializations

  • Retirement Planning
  • Tax Planning
  • College Planning
  • Estate Planning
  • Investment Portfolio and 401k Advice & Monitoring
  • Social Security
  • Medicare
  • Insurance & Risk Management
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Qualifications

  • CFP® (CERTIFIED FINANCIAL PLANNER™)
  • BBA in Finance from Walsh College

 

ADVISER Q+A

How do you explain your role to people who are not in the industry?

What influenced your decision to join Advance Capital?

Describe the importance of client education in your process.

What do you find most rewarding about your work?

What does it take to be successful in your role?

FUN FACT!

While people come to Lara for financial peace of mind, her source for tranquility is nature. She is an avid camper who heads out into the woods any chance she gets. And, she would rather listen to the serene sounds of rustling leaves or a rushing stream than music.