|
|
|
|
|
|
|
|
|
Degrees
|
|
BA Accounting, Indiana University Kelley School of Business. Financial Planning Certificate, College of Financial Planning, DePaul University.
|
|
|
My Expert Service
|
|
Brad Lazarus is the founding principal of Omega Advisors LLC, an hourly, as-needed financial planning firm located in Chicago, IL. Brad focuses on providing independent, objective financial advice to individuals and families. He prides himself on being an investor advocate, placing education above all in guiding his clients through the financial planning process.
In his spare time, Brad volunteers as the Personal Finance Expert for Out-of-Work Chicago, a community-supported career resource and advisory platform for unemployed professionals. Additionally, he serves as the volunteer Financial Planner for a number career transition centers throughout Chicago.
|
|
|
Experience & Qualifications
|
|
Brad has spent his entire career helping people reach their financial goals. He first served as a consultant in the Private Client Advisor wealth management group of Deloitte Tax LLP. He subsequently transitioned to Smith Barney, where became one of the youngest practicing Financial Advisors. Brad's proficiency in technology gives him the advantage in serving his clients efficiently and competently.
|
|
|
Available Modes Of Communication
|
|
email/chat
|
|
|
|
|
Contact
Brad Lazarus
|
|
|
|
|
|
|