1721 Lovall Valley Road
Sonoma, CA 95476
 
phone:
(707) 939-8851
 
send us an e-mail

 

 

 

 

ANDREA HANSON LAZARUS
CHARTERED FINANCIAL CONSULTANT

  PROFESSIONAL BACKGROUND:  
     
  M.S, Saint Xavier University, Chicago
Graduate, Family Institute of Chicago
B.S., Marycrest College, Davenport, Iowa
Former Instructor: Loyola University
 
 
  Sonoma State University
University of California Continuing Education
 
  Certificate in Finance and Accounting, The Wharton School
Completed courses in Graduate School of Taxation, Golden Gate University
Chartered Life Underwriter, The American College, Bryn Mawr, PA
Chartered Financial Consultant, The American College, Bryn Mawr, PA
Former National Committee Member, Ethical Guidance and Professional Standards Committee,  American Society of Financial Service Professionals
Former Trustee, California Historical Society, Katherine Delmar Burke School, Quantam Link Network, San Francisco Zen Center and several other churches
Member of three national study groups, each meeting two to four times annually.
     
 

PERSONAL:

Originally from St. Paul , Minnesota . Resident of San Francisco Bay Area since 1973. Has lived In Sonoma since 1992. Has family of 1 daughter, 2 cats, and numerous garden wildlife.

Other interests: Gardening, reading, hiking, symphony, opera, ballet, college football, basketball, and professional soccer. Also philanthropic activity.

 
     
 

PHILOSOPHY:

“In serving my clients, I shall recommend that course of action which, if I were in the same situation, I would apply myself.”