Lara Dalton Email & Phone Number
Director of Financial Planning, CFP® @ EMBREE FINANCIAL Group
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Lara Dalton Location
- Pittsburgh, PA, US
Lara Dalton Work
- 2023 -now Director of Financial Planning, CFP® @
- 2019 -2022 Wealth Advisor, CFP® @
- 2016 -2019 Wealth Planner, CFP® @
- 2008 -2015 Registered Client Service Associate, CFP® @
- 2008 -2008 Client Service Associate @
Lara Dalton Education
- Florida International University 2004-2007
- UC San Diego
Lara Dalton Skills
- Estate Planning
- Financial Advisory
- High Net Worth Individuals
- Series 63
- Investments
- Life and Health Insurance Licenses
- Estate Tax Planning
- Tax Planning
- Asset Allocation
- Financial Services
- Wealth Management
- Financial Planning
- Family Office
Lara Dalton Summary
- Lara Dalton, based in Pittsburgh, PA, US, is currently a Director of Financial Planning, CFP® at EMBREE FINANCIAL Group. Lara Dalton brings experience from previous roles at Waldron Private Wealth, UBS and Morgan Stanley. Lara Dalton holds a 2004 - 2007 Florida International University. With a robust skill set that includes Estate Planning, Financial Advisory, High Net Worth Individuals, Series 63, Investments and more. Lara Dalton has 2 emails and 2 mobile phone numbers on RocketReach.
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