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
- Director of Financial Planning, CFP® @ (July 2023 - Present)
- Wealth Advisor, CFP® @ (January 2019 - November 2022)
- Wealth Planner, CFP® @ (January 2016 - January 2019)
- Registered Client Service Associate, CFP® @ (November 2008 - December 2015)
- Client Service Associate @ (February 2008 - November 2008)
Lara Dalton Education
- Florida International University
Bachelor of Business Administration (B.B.A.) (International Business)
2004-2007 - UC San Diego
Certificate (Taxation)
Lara Dalton Skills
- Estate Planning
- Estate Tax Planning
- Family Office
- Financial Advisory
- Financial Planning
- Financial Services
- High Net Worth Individuals
- Investments
- Life & Health Insurance Licenses
- Mentoring
- Tax Planning
- Wealth Management
- Series 63
- Life and Health Insurance Licenses
- Asset Allocation
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 Bachelor of Business Administration (B.B.A.) in International Business @ Florida International University. With a robust skill set that includes Estate Planning, Estate Tax Planning, Family Office, Financial Advisory, Financial Planning and more. Lara Dalton has 2 emails and 2 mobile phone numbers on RocketReach.
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