Lars A Lambrecht, CFP®, CDFA®, AMPA®, CLU®, CLTC®

Certified Financial Planner

Oasis Financial Services

Phone: 508-281-6000
Fax: 508-435-0047

63 South Street
Hopkinton/Wellesley, MA 01748

40 Washington Street
Wellesley, MA 02481
Profession(s): Financial Neutral
Counties Served: Bristol, Essex, Middlesex, Worcester
About Me:

I have been in the financial services industry since 1992. I hold multiple financial designations including
Certified Divorce Financial Analyst ®, CERTIFIED FINANCIAL PLANNER™ practitioner, Certified Long Term Care®, Chartered Life Underwriter®, and Accredited Portfolio Management AdvisorSM.
I love gardening, watching football, cooking and spending time with my six children.

Services:

When a marriage ends in divorce, financial concerns are often top of mind. I help my clients feel more secure about their future by helping them make sound decisions that address their immediate and longterm financial needs and goals. Using our exclusive Confident Retirement® approach and with experience in pre- and post-divorce planning, I help my clients feel the peace of mind so they can move forward confidently and optimistically.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered
CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Confident Retirement® approach is not a guarantee of future financial results. Ameriprise Financial cannot guarantee future financial results.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.

Core Certifications
Certified Financial Planner (CFP)

Connect:

 

Access to Collaborative Law (A2CL)

We are are launching a new program to help modest-means clients divorce collaboratively.

Learn More