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Paul Lambert

Founder/President

Profile of Paul Lambert

Paul Lambert is the Founding Partner of Cherry Street Partners, a registered investment advisor. He has spent the last 30+ years assisting owners of closely-held businesses and affluent individuals meet their financial planning and business planning goals.

 

A native of New York, Paul moved west to Denver, Colorado in the mid-1970s to raise a family. With snowboarding and mountain biking as passions, this was the perfect place for Paul to settle. After assisting with the launch of a new national, fee-based financial planning program for a major international financial services company (for which Paul was awarded the “National Financial Planning Award” in 1984 and featured in TIME magazine), Paul founded Cherry Street Partners in 1986.

 

Cherry Street Partners’ mission was to produce efficient, smoothly working and highly personalized financial plans for people from all walks of life — this mission has not changed.

 

Check the background of this investment professional on FINRA’s BrokerCheck.

What Clients Say About Me

I have been with Cherry Street Partners for 25+ years and their reliability, ability to produce investment results in all markets with a feeling of security and safety has been wonderful. Immediate access to Paul and his great support team, their knowledge of investments and financial planning in conjunction with a feeling of family safety has made Paul and CSP our business and personal planning advisors.
Dr. Herb Jacobs, Physician and Entrepreneur
I’ve known Paul for more than 25 years and always found him to be professional in the highest sense of the word. What originally “sold” me was watching him interact with a widow of a friend of mine who died at an early age……….I told myself, that is who I want helping my wife should this happen to me. I have used Paul in all sorts of roles and have asked for his advice in all sorts of circumstances because I trust and value his judgement and knowledge.
Jim Friesen, President, CPI Companies

Paul Lambert

Founder/President

CFP®

Stats

SUNY Binghamton, B.S. Science, Biology, 1977
Cherry Street Partners, Inc., President 1987 – Present

 

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