CSLP Program - Student Loan Advisor Training
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Advisor Detail

Lars Lambrecht

Designation: CFP®,CLU®,CSLP®,Other
Languages: English
Lars has been helping clients build financial confidence, reduce stress and simplify their lives for more than 30 years, through comprehensive financial planning and wealth management services.

Contact Information

40 Williams Street
Business Phone:
(617) 947-6428
City: Rehoboth
State: MA
Zipcode: 02769
Business Name:
Island Time Financial

Business Information

Lars has been helping clients build financial confidence, reduce stress and simplify their lives for more than 30 years, through comprehensive financial planning and wealth management services.

He founded Island Time Financial Services in 2022 after decades of success in the wealth management field. A graduate of Babson College, he began his career a financial advisor with American Express Financial Advisors and quickly rose through the ranks to supervise other advisors. Later, he joined MetLife, where he helped build that company’s nationwide financial planning offering, and held leadership roles at Genworth Financial, New York Life and a Ameriprise Financial Services. Lars relishes relieving his clients’ anxieties around the most complex financial situations, such as navigating tax planning, estate planning and divorce. He has several advanced designations and specialties, including student loan planning.

Disclaimer:
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Focus Areas:
Parent Plus, Financial Planning, Personal Tax, Retirement, Investments, Student Loans
License 1:
CFP
License 1:
57335
License 2:
CFP 57335 Insur 1823667
Fees:
Assets Under Management, Flat Fee, Hourly, Monthly Fee
CSLP Issue:
February 27, 2024
CSLP Exp:
February 27, 2027

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