Helping to Build Financial Security, One Client at a Time

Welcome to Michael R. Lampert, Chartered Financial Consultant's website. We are a full-service financial services firm experienced in retirement and financial risk planning. As financial service professionals, we can:

  • Help you clarify and define your goals
  • Explain how changing financial conditions affect you
  • Recommend strategies that fit your needs
  • Make investment planning easier
  • Design and implement retirement plans for small business including profit sharing , defined benefit and 401k plans
  • Create personalized investment plans, including IRAs, SEPs and SIMPLE IRAs
  • Create and monitor investment plans for families and individuals
  • Discuss, implement and monitor personal financial risk management concepts and strategies including life, disability and long-term care coverage
  • Suggest and implement college-savings plans including 529 and CESAs

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions and stimulate your interest.

If you have any questions, please call us at 818-292-3838, or email us at We will be happy to help. We look forward to talking with you.


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