Daphne L. Lafazan
Serving our clients as a Financial Consultant with Nvest Financial, I maintain the Certified Estate Planner™ (CEP®) certification, the Accredited Investment Fiduciary® (AIF®) designation and other securities licenses held through Commonwealth Financial Network®.
In my work, I foster the connections and meaningful relationships Nvest strives for with every client engagement, working closely with clients and the Nvest team to deliver exceptional financial plans, monitoring portfolios and account trading. I conduct client reviews and regularly address planning and portfolio-related inquiries. For business clients with retirement plans under Nvest management, I conducts regular 401(k) plan review meetings. I graduated from George Washington University with a degree in finance. Soon after graduating, I took a job in New York as an equity trader and, after 15 productive years in New York City, I moved to New England to start something new and a more down-to-earth life.
When not crafting detailed financial plans and providing exceptional customer service, I love spending quality time with my fiancé and daughter exploring the beaches near my home, running near the seaside or relishing a good book.