About Me

Peter Lampert finds his greatest reward in seeing motivated students pursue their dreams while their parents are still able to pursue their own financial goals. He holds a J.D., an LL.M. in Tax Law, and an M.B.A., and is also a Certified Public Accountant and Registered Investment Advisor — credentials he draws on as part of a holistic, integrated financial planning process.

For over 16 years, Peter has helped families find and fund a college education, guided by the belief that families deserve both college and a secure retirement — that students should be able to attend a great-fit school without their parents bankrupting their future. A father of three grown, launched children himself, he helps families understand how to recapture wasted money from financial institutions and taxes while funding their student's education.

Specialty Areas

College Financing

Students Enrolled

Member of CounselMore