William J. Lagos, Jr. CFP<sup>&reg;</sup> - Financial Advisor

William J. Lagos, Jr. CFP®

ChFC®, EA, AIF

Sr. Vice President

Verus Financial Partners

9030 Stony Point Pkwy, Ste 160
Richmond, VA 23235
FINANCIAL ADVISOR'S WEBSITE
(804) 592-3465

General

William Lagos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Verus Financial Partners in Richmond, VA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Enrolled Agent

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment Management, Life Planning, Retirement, Sudden Wealth, Personal Taxes

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