Meet Jennifer

Jennifer Lazarus, CFP®

Fee-only Financial Planner for the Socially Responsible Investor

What I most value about financial planning is getting to know my clients much deeper than the numbers -- hearing what really matters to them and helping them bring that into being.

While many people hire me initially because of the investments, I often hear that the true value lies in all the work we do above and beyond the portfolio. In other words, financial planning is so much more than just managing the money. I help people get organized and take care of all the details of their financial lives: everything from being intentional with where their money is going to reviewing their insurance coverage and helping them get what they need; from discussing how much to put down on their new home to making sure their legal documents reflect their intentions.

As a "financial planner for the socially responsible investor", I work exclusively with people who share my conviction that we can solve social and environmental problems by how we spend, donate, volunteer, and invest our capital. Here again, our conversations are deeper than just whats in the portfolio because there are so many ways to be socially responsible with our money that goes well beyond whats in the brokerage account.

Because the way I work engages people at the level of their values, aspirations, and yes, even their stumbling blocks, I am regularly helping people improve their relationship with money, and their relationships with each other around money.

While the technical side is intellectually engaging and feeds my love of learning, its the human connection, the relationship that strengthens over time, and the chance to really impact someones life that energizes me. At the end of the day, the greatest compliment is to hear: you remind me of who I am and we move forward with that.

 

Learn more:

Professional Details

Experience

  • Financial Planner, Lazarus Financial Planning: 2005 -- present
  • Associate Planner, Woodward Financial Advisors: 2003 - 2005 

Professional Designations and Licenses

  • CERTIFIED FINANCIAL PLANNER™
  • Registered Investment Advisor in North Carolina

Professional Examinations

  • CERTIFIED FINANCIAL PLANNER™ Comprehensive Board Exam      
  • NASD Series 65 - Uniform Investment Advisor Law Exam

Professional Associations

  • National Association of Personal Financial Advisors (NAPFA)
  • US SIF: The Forum for Social and Responsible Investment (US SIF) 

Formal Education

  • CERTIFIED FINANCIAL PLANNER™ Professional Education Program: College for Financial Planning (3 courses) + The American College (2 Courses)
  • Masters in Teaching: Social Studies Education: Boston University
  • Bachelor of Arts: International Studies, History: Miami University (Ohio)

Continuing Education

  • NAPFA National conference -- 2006, 2007, 2008, 2009, 2011, 2012, 2013, 2014, 2015, 2016
  • NAPFA Regional conference/symposium -- 2003, 2004, 2008, 2009, 2011, 2012, 2017
  • SRI in the Rockies conference -- 2006, 2007, 2008, 2009, 2010, 2012, 2013, 2015
  • US SIF conference -- 2011, 2012, 2016
  • Shareholders Service Group conference -- 2014, 2015, 2016
  • LLIS Insurance conference -- 2014
  • Duke MBA Sustainability conference -- 2009, 2010, 2011, 2013
  • Direction$ for Women retreat -- 2012
  • Olivia Mellan -- "Money Harmony for You and for Your Clients" teleclass series -- 2011 - 2013
  • SJF Summit on the New Green Economy -- 2010
  • SRI Southern Region meeting -- 2008, 2009
  • "It's Not About the Money" workshop -- 2008
  • Pride Planners National conference -- 2005, 2007
  • Kinder Institute -- "Seven Stages of Money Maturity" workshop -- 2006
  • Soul of Money Institute -- "Soul of Money" workshop -- 2006
  • H&R Block Income Tax course -- 2005
  • "Planning for Same-Sex Couples in a Changing World" workshop -- 2004

Presenter

  • SSG Conference 2015 -- panelist in Live Case Supervision Study
  • NAPFA Webinar 2014 -- "Working with Clients seeking Socially Responsible Investments"
  • SRI in the Rockies conference 2013 -- "Maximize the Social Impact and Community Investment of Your Client's Cash”
  • Directions for Women webinar 2012 -- "Responding to Client Questions about Socially Responsible Investing"
  • NAPFA National 2011 -- "When the Wave Hits...Helping Clients Navigate Coming into Money"
  • NAPFA Boston study group 2011 -- "When the Wave Hits...Helping Clients Navigate Coming into Money"
  • NAPFA Webinar 2009 -- "Socially Responsible Investing"
  • NAPFA Advanced Planners conference 2009 -- "It's not WHAT you say, it's HOW you say it"
  • NAPFA National conference 2009 -- "Effective Questions"
  • SRI Southern Region meeting 2009 -- "Community Investing Vehicles" and panel participant
  • NAPFA National conference 2007 -- "Who am I as Communicator"
  • NAPFA Basic Training conference 2006 -- "Business Models and Fees"

Committees + Peer Groups

  • NAPFA Triangle Study Group -- since 2009; study group leader 2009 - 2014
  • NAPFA MIX Study Group -- 2006 - 2012; since 2014
  • SSG Study Group -- 2015 - 2016
  • NAPFA University: School of Communications -- 2006 - 2012; Co-Dean 2010 - 2012
  • SRI Southern Region meeting -- 2008, 2009
  • Pride Planners conference committee -- 2007

Author

  • Columnist for NAPFA Advisor magazine -- Since 2012
  • Contributing writer for Money.com, "Advisor & Client" -- 2014 - 2015

Advisory Boards

  • Envest Microfinance Co-op -- Advisory Board, 2012 - 2016; Board of Directors, since 2016
  • Transplanting Traditions Community Farm -- 2013 - 2014

Awards + Honors

  • NAPFA "Inspiring Leader" award -- 2015

Press Citations

Most Recent Press Citations or Authored Articles 

 

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