About Us: Who We Are
Locker Financial Services, L.L.C.
Locker Financial Services, L.L.C. is a fee-only financial planning company established in 1992 by Lauren Locker, CFP.
Lauren Locker, CFP, CSA
Lauren is an independent Certified Financial Planner (CFP) and a Registered Investment Advisor. Lauren is a member of the National Association of Personal Financial Advisors (NAPFA), and currently serves as the Membership Director to the Northeast/Mid-Atlantic NAPFA Board.
Lauren is a regular contributor to the financial sections of the Bergen Record, Star-Ledger and Daily Record newspapers.
A popular guest speaker, Lauren enjoys doing educational presentations for a variety of community and civic groups, including many local libraries. She has presented modules for the Women's Financial Information Program offered through Rutgers Cooperative, has done spots for local radio stations, has been a visiting lecturer for undergraduate finance students at Ramapo College and has been a luncheon speaker for the American Association of Individual Investors (AAII).
Lauren is also a Certified Senior Advisor (CSA) and a member of The American Society on Aging. For more information on the CSA certification, please click here.
Lauren has served as a hospice volunteer, and is a member of her community’s Emergency Response Team (C.E.R.T.).
She is a passionate dog lover and enjoys golf and watch repair in her spare time.
Donna Mangone
Donna worked in the pharmaceutical industry for many years.
She is a mom of two active children, a Girl Scout leader and a class parent. She enjoys coordinating charity events.
Rob Harrison
Rob, our client services manger, has been with LFS since 2004.
He graduated Montclair State University with a degree in English and is working towards a para-planner certification.
He is an avid fan of the New York Mets and the music of the Beatles.
Ben
Ben's was puppy cum laude and earned his B.A.doG. at Barker U., Boston (Terrier).
In addition to his sparkling intelligence, he sports large ears, a velvet button nose and soft fur.
Although Ben will not be actively participating in planning your portfolio, his sweet nature and good looks positively affect our office!
Fees and Rates
We offer a complementary initial consultation which will last about 45 minutes. You can get to know more about Locker Financial Services, find out how we work and see if we could work successfully together.
Comprehensive Financial Plans
Based on our hourly rate of $200.00. All financial planning work requires a 50% deposit prior to work beginning, with the balance due upon completion of the plan.Investment Management Services
1% of total assets under management billed quarterly. Please note that investment advisory fees are classified as a miscellaneous deduction and may be deductible for tax purposes.Document Organization and Scanning
Based on our hourly rate of $200.00.Certifications and Memberships
- Certified Financial Planner
- Registered Investment Advisor
- National Association of Personal Financial Advisors
- Greater New Jersey Estate Planning Counsel
Fine Print
Locker Financial Services, LLC(LFS) is a New Jersey state registered investment adviser located in Little Falls, NJ. LFS is in compliance with the current registration and/or notice filing requirements imposed upon state registered investment advisers in which LFS maintains clients, including NJ. LFS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. LFS's website is limited to the dissemination of general information pertaining to its investment advisory and financial planning services. Accordingly, LFS does not, and will not, effect or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LFS with a prospective client shall be conducted by a LFS representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LFS, please contact the state securities law administrators for those states in which LFS is required to maintain a registration and/or notice filing.