The Broadcast Podcast 45: Lara Dalton

About this Episode

The Broadcast is a client Podcast.  Sorgatron Media and Sidekick Media Services have helped with the production.  Can we help with your Podcast? Contact us today!

Lara Dalton is a wealth advisor at Waldron Private Wealth. In this role, she’s responsible for providing comprehensive wealth planning for clients through customized and integrated trust, estate and multigenerational strategies. In addition, Lara guides the development and implementation of Waldron’s concierge service vision.

A Pittsburgh native, and Gateway High graduate, Lara has a B.S. in International Business from Florida International University and a certificate in Financial Planning from Kaplan University and is a Certified Financial Planner Professional.

She talked to us about what women need to consider when it comes to saving and investing, and what it’s like being a woman in the (still) male-heavy financial planning industry.

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