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Miranda LazzaraPartnerWealth Advisor

Miranda Lazzara
Wealth Advisor

FINRA Series 66 Registration; MA State Life & Health Licenses

Miranda enjoys providing customized, holistic financial planning, and specializes in working with entrepreneurs, women small business owners, and female executives--especially those in transition. After graduating from the University of Connecticut, she began her financial career as a Compliance Associate for an Office of Supervisory Jurisdiction (OSJ) and then transitioning to a Financial Paraplanner. Coming from a family of female small business owners and having a passion for gender equality in the workplace, sparked Miranda's interest in SRI/ESG investing, which has only grown with experience in the field. This drive has also led to her working with nonprofit organizations in developing unique retirement plan strategies. Her goal with each client and financial plan is to achieve individual financial goals while aligning investments with deeply-held values.

Miranda is an avid hiker, currently on-track to hike all of the 4k footers in the White Mountains of NH. Her goal is to join the AMC Four Thousand-Footer Club. She also volunteers at Budget Buddies as a mentor, working to increase financial literacy among females in the Boston area. Miranda resides in Burlington, MA with her golden retriever Henry, who frequently accompanies her to the office.