Lambert Wealth Advisory, LLC

Jeffrey Lambert CFP® helps individuals and families to use their financial resources to achieve their unique goals and to live more meaningful and fulfilling lives. He is a nationally recognized CFP® practitioner who has played a significant role in the development of the financial planning profession including as founding board member of the Financial Planning Association (FPA).

Jeff is a Fee-Only, NAPFA-Registered Financial Advisor and has won many awards including Sacramento CERTIFIED FINANCIAL PLANNER™ of the Year. Mutual Funds Magazine listed Jeff among their 100 Great Financial Planners both times it was published.