Meet Lara Mazek, CFP®

I help people of all different ages and circumstances determine their personal goals as well as make the right financial decisions in order to reach those goals.

Before joining Advance Capital, I had a strong desire to work for a company with values, goals and a culture that I could personally stand behind. Soon after speaking with people at the firm, it became clear to me that I had found such a company. Advance Capital has a sincere commitment to put clients’ interests first, even if that doesn’t result in the most profitable outcome for the firm. These are the types of values make me proud to be a part of the team at Advance Capital.

Helping people fully understand their financial situations and the options available to them is one of the best things I can do to help them make good financial decisions and reach their goals. The world of finance can be very complex and confusing, so I make it a priority to explain things in way that can be easily understood. One of my favorite parts of this work is to see the look on a client’s face when they have that “aha moment.”

Many people come to us feeling discouraged about their financial situation and unsure of how to reach their goals. Working hard together to build a well-crafted financial plan and then seeing clients achieve financial success when they thought it was not possible is definitely the most rewarding part of what I do.

It takes a lot of hard work, a constant desire for learning and, most importantly, a passion for helping people.