Lawrence Sprung, CFP, CEPA
About
Lawrence Sprung, CFP, CEPA is from New York City Metropolitan Area. Lawrence is currently Adviser Intel Contributor at Kiplinger Adviser Intel. Lawrence also works as Host of The JOYful Money Journey™ at Mitlin Financial, Inc®, a job Lawrence has held since Aug 2025. Another title Lawrence currently holds is Author at Mitlin Financial, Inc®. In Lawrence's previous role as a Advisory Board Member at Forbes Advisor, Lawrence worked in until Aug 2025. Prior to joining Forbes Advisor, Lawrence was a Wealth Management Advisor at Mitlin Financial Inc. and held the position of Wealth Management Advisor at 140 Adams Ave Suite B-12 Hauppauge, New York. Prior to that, Lawrence was a Vice President at Banc of America Investments from Jan 2001 to Jan 2004. Lawrence started working as Financial Consultant at Salomon Smith Barney in Jan 1998.
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Lawrence Sprung, CFP, CEPA's current jobs
As a Kiplinger Adviser Intel contributor, I share expert insights on wealth building and preservation, supporting Kiplinger’s mission to provide consumers with actionable advice on retirement planning, estate planning, tax strategies and more. Contributors are invited to participate and do not pay to be included, underscoring the integrity and value of the guidance shared. Working with a contributor to Kiplinger’s Adviser Intel does not ensure that a client or prospective client will experience a higher level of performance or results, nor does it guarantee future investment success.
The JOYful Money Journey™ is a YouTube channel designed to bring more JOY to your money journey. Sure, we’ll talk about retirement planning, personal finance, budgeting, and all the essentials, but my real goal is to help you connect your finances with what makes you happy. Because I believe financial planning is about living fully and finding joy along the way, not just about the numbers. If that sounds like something you’re looking for, hit subscribe and join me on the path to a more JOYful financial life. 🔔 Subscribe to start planning for your ideal version of tomorrow → https://mitlin.us/YT-LarrySprung
"Financial Planning Made Personal: How to Create Joy And The Mindset for Success" While serving families as a financial advisor for more than two decades, one comment I hear often is that people feel intimidated by the very thought of financial planning. There is an enduring but erroneous stigma that financial planning is complicated. This perception paralyzes many people, preventing them from engaging in the very process that could increase their financial confidence. This often holds people back and absolutely robs your life of JOY❗ 📘 Grab Your Copy at www.financialplanningmadepersonal.com
I help bring JOY to your financial life by turning values into action and money into a meaningful tool for the life you want to live. Everything we do at Mitlin centers around one question: 🌟 What did you do today that brought you joy?® My role is part educator, part coach, and part advocate, ensuring those we serve feel confident and empowered in the decisions they make. Whether it's planning for retirement, funding education, protecting a legacy, or navigating a life transition, our work is centered on one core principle: your money should be a tool for 𝗝𝗢𝗬. We deliver a service-first, values-driven experience that fuses advanced planning technology with genuine human connection, building lasting relationships across generations. We help you enJOY the journey while planning for their ideal tomorrow. Through this JOY-first approach, Mitlin has grown into a nationally recognized firm, and I’ve had the privilege of sharing our message on stages nationwide and through media appearances on major news outlets. ▪️ Financial Planning▪️Retirement Planning▪️Tax Planning ▪️ Estate Planning▪️Investment Management Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Recommendations received on this profile may or may not be from a verified client, & as such may or may not reflect real-life experiences of people who used our services Individual results vary, & CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience. Third-party posts found on this profile do not reflect the views of CWM, LLC & have not been reviewed CWM, LLC as to accuracy or completeness *Working with a member of the Investopedia Advisor Council, Kiplinger Intell, or Forbes Advisor does not ensure that a client or prospect will experience a specific performance or results, nor guarantee future investment success. More info at: mitlin.us/SD
What did you do today that brought you joy?® This podcast is your weekly dose of laughter, actionable insights, and a whole lot of JOY. ▪️Expert Insights: Gain advice from engaging guests, helping you navigate your future with confidence. ▪️JOYful Money Management: Discover how to make managing your money a JOYful experience. ▪️Inspiring Stories: Hear real-life stories that motivate you to pursue your dreams and find JOY in the journey. ➡️ www.mitlinmoneymindset.com 🎙️ The Mitlin Money Mindset™ can be found on most major podcast platforms so search it out on your favorite platform to listen and subscribe
Lawrence Sprung, CFP, CEPA's past jobs
As a Forbes Advisor Board Member, I advise on content, and support Forbes Advisor’s mission to help consumers choose the best personal finance products and services for their needs. Working with a member of the Forbes Advisor Banking Advisory Board does not ensure that a client or prospective client will experience a higher level of performance or results, nor a guarantee of future investment success.