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Lawrence Sprung, CFP CEPA | Mitlin Financial, Hauppauge NY

Market Signals EditorialBy Updated:No Comments
0.000
Wealth Management
United States
Contact Information
Hauppauge, NY, United States
https://www.mitlinfinancial.com/
Detailed Information
71/100
AI Advisor Match Score
Strong match
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Wealth management +6Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Unclaimed profile. This listing was compiled from publicly available professional information. Lawrence Sprung has not claimed, reviewed, or endorsed this profile, and inclusion here does not imply any affiliation with Trading Market Signals.

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Lawrence Sprung, CFP, founded Mitlin Financial in Hauppauge, New York, in 2004, a fee-only firm built around putting client families first. He also holds the Certified Exit Planning Advisor designation and works with business owners on aligning personal and business goals. Sprung is the author of a bestselling book on personal financial planning and hosts the Mitlin Money Mindset podcast. Investopedia named him to its Top 10 advisors. With more than 25 years in wealth management, his practice covers comprehensive planning, investments, and the emotional side of money decisions. As a fee-only fiduciary, Mitlin is paid only by clients and earns no commissions. The firm serves clients across the country with a focus on long-term relationships.

Source: compiled from public professional records. Verify registration on the SEC IAPD database. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method

Fee-Only

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