Lamar Watson, CFP® Dream Financial Planning

About Lamar Watson, CFP®

Lamar Watson, a CERTIFIED FINANCIAL PLANNER™ professional, founded Dream Financial Planning to serve the needs of young professionals and minorities who typically don’t have access to fee-only and fiduciary financial planning.
Prior to founding Dream, Lamar worked at a wealth management firm in Reston, VA, for over a decade. At his most recent firm, he served as the lead research analyst on a team of advisors that managed approximately $2 Billion in assets. He also served as a Vice President and Financial Advisor in the Private Wealth Management division. In this role, he worked with hundreds of clients across the country to help them meet their financial goals. Lamar’s proprietary process, the DREAM Financial Planning Process™, is the culmination of 15+ years of industry insight and experience.
Less than 30% of all CFPs nationwide are in their 20s and 30s. I use The DREAM Financial Planning Process ™ to help my clients save, grow, and protect their wealth. We operate as a virtual firm and offer evening and weekend meetings for our client’s convenience. Ask about our unique pricing structure that starts at $100 per month for young professionals. We don’t have asset minimums for our clients.
Less than 3.5% of all the 80,000 Certified Financial Planners (CFPs) in the United States are black or Latino, according to a new survey from the CFP Board Center for Financial Planning. Put another way; there are just 2,700 black or Latino CFPs in America; 1,200 blacks and 1,500 Latinos.
Born in D.C. and a lifelong resident of Virginia, Lamar is a die-hard fan of many Washington D.C. area sports teams, most notably the Washington Redskins. His love for the Redskins all began when his grandfather started taking him to games when he was just eight-years-old. Previously, Lamar served as a volunteer basketball coach for the Chantilly Youth Association and Frederick County Parks and Recreation. In his free time, Lamar enjoys working out, biking on the Washington & Old Dominion Trail, and traveling.
Feel free to contact me to schedule a complimentary 30-minute phone call to see if Dream Financial Planning is a good fit for you and your family.

Contact this advisor

Recently Published

Financial Planning for a Baby: What You Need to Know

July 6, 2020

Download our New Baby Checklist to make sure you have everything covered. Financial Planning for a baby should include everything from Saving for College, Insurance, Budgeting, and Estate Planning.

Read the full post →

Roth Conversions: What You Need to Know

June 29, 2020

Should I consider a Roth conversion? We discuss 4 topics you should consider before making your decision. This strategy could minimize your taxes long-term and make sure you're on track for a successful retirement.

Read the full post →

The True Cost of Refinancing Your Mortgage

June 22, 2020

Deciding to go for a lower interest rate on your mortgage may sound like an easy decision to make, but you should always take into account the varying costs associated with refinancing.

Read the full post →

Visit the blog →

Ideal Clients

  • African Americans
  • Gen Y/Millennials
  • Medical Professionals
  • Technology Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • Flat Fee: $500+/engagement
  • Hourly Fee: $250+/hr
  • AUM: 0.60%

SEC Records