Jason Lampert, CFP®

Financial Planner, Counselor and Coach for outsiders, LGBTQIA+ & the childfree

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Woodson Wealth Management Jason Lampert, CFP® He/Him/His
New York, NY

Serving Clients Nationwide

Financial Planner, Counselor and Coach for outsiders, LGBTQIA+ & the childfree

Areas of Focus

  • Cash Flow
  • Coaching
  • Credit Scores
  • Financial Life Planning
  • LGBTQ Couples
  • Retirement Planning
  • Social Security

About Me

Jason Lampert is a dynamic and multi-talented professional who brings a unique blend of expertise and enthusiasm to the world of finance. As a Certified Financial Planner™, Jason has dedicated himself to helping individuals achieve financial success while navigating life’s twists and turns.

Having made a career transition from corporate IT support and networking engineer to financial planner, Jason understands the importance of following one’s passions and embracing change. His own journey has given him a wealth of experience and empathy when working with individuals who are also seeking a new direction in their lives.

Beyond the spreadsheets and numbers, Jason’s true passion lies in the vibrant realm of gaming. An avid gamer geek, he can often be found diving into virtual worlds, battling dragons, and exploring galaxies far, far away. Jason is also a force to be reckoned with outside of virtual worlds. He holds a second-degree black belt in Wado Kai Karate, showcasing his discipline and dedication to personal growth, which he brings to his financial planning practice.

Jason is actively involved in the LGBTQIA+ community and the childfree movement. Jason understands the importance of embracing diverse identities and lifestyles. Through his holistic approach to financial planning and his experience as a financial counselor and coach, Jason ensures that everyone, regardless of background or identity, has the opportunity to thrive financially.

So, whether he’s building financial strategies, guiding clients towards financial freedom, or immersing himself in the latest gaming adventures, Jason is a professional who works with his clients to clarify their goals and values, and move toward their visions of the future.

Professional Designations

  • Accredited Financial Counselor (AFC)
  • Financial Fitness Coach


  • Advice Only Network
  • CFP Board
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

New York, New York


Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Webinars

Compensation Methods

  • Advice-Only
  • Fee Only
  • One-time Financial Plan
  • Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call. 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


About our Firm

Woodson Wealth Management is a fee-only wealth management firm dedicated to helping those who would normally be overlooked by other firms due to the size of their investment accounts.

With over 80 years worth of industry experience, we pride ourselves on being educators first, and advisors second.

Our primary clients show interest in learning the best ways that they can better manage and maximize their wealth versus following the newest investing fad. And, by only working with a select number of clients, we are able to create customized, high-touch experiences for those we serve.

✅ Fee-only wealth manager, with goals aligned with yours

✅ Only pay for planning and investment management, not hidden fees

✅ Customized Financial Plans tailored for all aspects of your life are included in our fee


The City University of New York, BS, Business Management | University of Florida, Psychology/English

Volunteer Experience

Volunteer/Pro Bono Work for AARP, FPA of Metro NY


Hobbies and Interests

  • Animals
  • Board Games
  • Eating Out
  • Movies
  • Reading
  • Theater
  • Traveling
  • Video Games

FINRA Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Couples
  • DIY Investors
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Gen X
  • Gen Y / Millennials
  • Government Employees
  • Individuals
  • LGBTQ Couples
  • Technology Professionals

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.