Savvy Ladies Volunteers
Lamar earned a Bachelor of Science Degree in Finance from San Diego State University in 1986
and the Certified Financial Planner (CFP) designation in 1998. To stay current Lamar earned the
Retirement Income Certified Professional (RICP) designation in 2017 and the Wealth
Management Certified Professional (WMCP) designation in 2019. In addition, he holds FINRA
Series 7, 63, 66, and 24 Licenses.
Areas of Expertise (as specified by volunteer)