NEW PROVIDENCE, NJ - Dawn Brown, CFP® has recently joined Lassus Wherley as a Senior Financial Planner. She will be responsible for the development of broad-based financial plans for high-net worth clients and will serve on both the Investment and Financial Planning committees.
Prior to joining Lassus Wherley, Dawn was a Senior Financial Advisor with Altfest Personal Wealth Management in New York for fifteen years where she provided wealth management and planning advice to high-net worth clients. While at Altfest, Dawn was a contributing author to the company newsletter, wrote financial articles for Blackenterprise.com, and had an article published in the American Association of Individual Investors magazine on Grandparents Gifting for College Education. Dawn has been quoted in various media publications and has presented financial seminars to the public.
Dawn has a BA (Hons) in Accountancy from Birmingham Polytechnic (UK). She is a CERTIFIED FINANCIAL PLANNER™ professional. Dawn completed the Financial Planning Certificate Program at Pace University in New York.
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations. Using a team approach that we have developed over more than 30 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.