JBL Financial Services, Inc.
Jeff Lapidus, well known throughout the St. Louis area as “The Retirement Coach,” celebrates his 30th anniversary in the financial industry this year. Lapidus uses his experience and knowledge to create a personalized game plan for each client.
As a graduate of Washington University, St. Louis School of Business with a concentration in Finance, Lapidus entered the financial services area where he focused working with small businesses and their employees. As the industry changes, so do the demands, and Lapidus constantly evolves to match them. This includes earning several professional designations;
In addition to these certifications, Lapidus is a life and qualifying member of The Million Dollar Round Table, the premier association of financial professionals. For three years in a row, he has been named Five Star Wealth Manager in terms of customer satisfaction by St. Louis Magazine.
Over the years, this experience has developed into a specialty in coaching baby boomers and retirees, with an overall goal to provide each of them with a comfortable retirement. Since May 2006, in order to share his knowledge, Lapidus takes to the airwaves by hosting a weekly radio show, “Straight Talk on Retirement,”
Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, and a Registered Investment Adviser. JBL Financial Services, Inc. and NPC are separate and unrelated companies.
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