June 24, 2018 9:13 AM ET

Capital Markets

Company Overview of Lamb Financial Planning LLC

Company Overview

Lamb Financial Planning LLC, a financial services company, provides financial planning and investment advisory services to individuals and families. It specializes in providing hourly, as-needed financial advice; and designing strategies and solutions for clients’ short-term and long-term needs. The company’s programs include existing portfolio and asset allocation analysis, personalized retirement planning, personalized retirement planning with investment recommendations, college planning program for clients with children ages 15-17, financial roadmap, transition plan, personal review of financial status, account consolidation and implementation, executor assistance services, annual check-u...

16133 Ventura Boulevard

Suite 700

Encino, CA 91436

United States

Founded in 2009





Key Executives for Lamb Financial Planning LLC

Compensation as of Fiscal Year 2017.

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