Lamar Watson, CFP®
Financial Planning For Young Professionals
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Serving Clients Nationwide
Financial Planning For Young Professionals
Areas of Focus
- Budgeting
- Buying a House
- Cash Flow
- Employee Benefits
- Employee Stock Options
- Equity Compensation Options
- Estate Planning
- Having a Baby
- High Net Worth
- Inherited Wealth
- Insurance
- Investing
- Investment Management
- Retirement Planning
- Saving for College
- Taxes
About Lamar Watson, CFP®
Hi, I'm Lamar Watson. I serve as an Independent, Fiduciary, Fee-Only advisor offering Financial Planning and Investment Management. I started Dream Financial Planning to help two communities that have typically been underserved by the financial planning community, young people and minorities.Less than 30% of all CFPs nationwide are in their 20s and 30s. And fewer than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning.
I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients.
➕ LEARN MORE ABOUT LAMAR
Lamar Watson founded Dream Financial Planning with the goal of serving the needs of young professionals and minorities who typically don’t have access to Fee-Only and fiduciary financial services. Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA for over a decade.
At his most recent firm, Lamar served as a lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals.
Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 17+ years of industry insight and experience.
Born in Washington D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Football Team. His love for the team began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation.
In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
Market St, Reston, VA 20190
Additional Locations
📍 650 NE 2nd Ave Miami, Fl
Video
Meeting Options
- Video Conference
- Phone
Compensation Methods
- Fee Only
- Hourly Rate
- One-time Financial Plan
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. During this complimentary meeting, my goal is to understand your goals, answer any questions you have, and determine if we're a good fit for you and your family. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Dream Financial Planning, LLC
Lamar Watson, CFP® is a CERTIFIED FINANCIAL PLANNER™ and Financial Advisor in Reston, VA. He has over 15 years of experience in the financial services industry and is committed to helping empower individuals, businesses, and families to take the financial steps necessary to live their dreams.OUR PILLARS
✅ FEE-ONLY: Our fees are straightforward and easy to understand by design. By removing commissions and conflicts of interests, we are able to provide unbiased advice that propels your future forward.
✅ FIDUCIARY: Your best interests are more than a priority — they are our main driver for success. Our advice and recommendations will always be based on what benefits you the most.
✅ INDEPENDENT: Without an attachment to a broker-dealer, we’re able to serve clients with honesty, integrity and accountability — no matter what. If it doesn’t serve you, it will not be included as part of our recommendations.
OUR BENEFITS
➡️ OBJECTIVE ADVICE: Objectivity is key to the successful achievement of your goals. Our big picture approach means every angle will be evaluated before we deliver our recommendations.
➡️ FLEXIBLE ENGAGEMENTS: In addition to offering virtual meetings, we also provide services on an as needed or ongoing basis to provide you with the flexibility and convenience you need to effectively manage your finances.
➡️ COLLABORATIVE APPROACH: As your dedicated partner, we always welcome your input and questions because we value teaming up to create a personalized roadmap for your future — one that’s aligned with your vision.
Education
George Mason University, BS, Management
Hobbies and Interests
- Cycling
- Family
- Football
- Traveling
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Content Creators
- Corporate Executives
- Couples
- Dentists
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Newly Engaged / Newlywed
- Physicians
- Professional Athletes
- Young Families
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