Jamie Lapin, CFP^®, CDFA^®

Jamie has spent her career on the cutting edge of the financial services industry. One of the first advisors to earn the Certified Financial Planner designation, she’s been helping clients make rational and responsible financial decisions for many years. Jamie knows first hand that a financial plan includes much more than a portfolio: in the “sandwich generation” the physical and emotional health of a family can have profound financial consequences.

Jamie’s certification in divorce financial planning (CDFA), mediation, and deep study of behavioral economics allows her to come to the table understanding that money is both a tool and a metaphor. Our decisions are never just about numbers but about our relationship to money, to our families, and our own history. Her unique ability to help clients get to the right questions allows her to tailor a financial strategy for each client’s particular goals, challenges, and values.

Jamie has roots here in D.C. and currently resides in Chevy Chase, MD. She has two adult children, as well as three trilingual grandsons (English, German and baby) and a grand-dog. She’s an expert Scrabble player and you can frequently find her in the Theaters on the weekends.

Out of Office

Scrabble champion always looking for a challenger.

Find me at the theater downtown on the weekends.

Teaching my grandkids the ways of crafting one project at a time.