Our History
Lampe & Son Wealth Management
Comprehensive Financial Planning Since 1976
David Lampe, CLU
President
David's imperative mission is to offer his clients better financial understanding and provide a level of comfort throughout their lifetime and into future generations.
David's clients must set their own goals and objectives. It is our responsibility to assist them in defining, quantifying, and prioritizing their goals.
As a financial advisor, Mr. Lampe believes clients should receive comprehensive, professional, and tailor specific financial planning advice.
David Lampe, CLU, has over thirty years of experience in the financial planning industry. He is a graduate of the University of Minnesota. In addition to being a licensed broker, David Lampe studied at The American College, the pioneer of financial services education for over eight decades. *See source below.
Educator…
As a life learner, David values education as he is an Adjunct Professor at Lone Star College which has become one of the largest colleges in the country in less than a decade. *See below. He teaches courses in financial planning for adults who seek unbiased and straight forward lessons in financial planning.
Industry Pioneer…
David continually consults with and learns from other qualified professionals in the complex aspects of financial planning such as estate planning, risk management, tax planning and various other financial planning topics. Mr. Lampe has served as a guest speaker on CNN Radio discussing various financial topics in today's interesting investing environment. David has been named by Cresendo Business Services to the FIVE STAR: Best in Client Satisfaction Wealth Manager list for 2009, published in the September, 2009 Issue of Texas Monthly.
Values…
David and his wife Charlotte of thirty years; who is a community leader and an interior decorator. He has two children and loves to travel and spend quality time with his family and friends. He is also active in his community and church.
http://en.wikipedia.org/wiki/List_of_largest_United_States_colleges_by_enrollment
http://www.theamericancollege.edu/subpage.php?pageId=214
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