Lisa is a Senior Wealth Advisor and Director of Financial Planning at Crescent Harbor Private Wealth.
Lisa uses her financial planning expertise to help her clients find clarity and comfort in their financial decisions. Lisa’s energy, unbridled determination and communication give her clients the confidence they need to succeed and empowers them to make great financial decisions.
Lisa is a Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA). She began her career at Ernst & Young, and then after taking some time to raise her three children, she returned to the financial industry where she has been for the past 10 years, focusing on comprehensive and individualized financial planning.
Lisa received her Bachelor of Science from the University of Vermont and her MBA from Rutgers University. She is an active member of the Financial Planning Association of NJ and in her free time she enjoys cooking, skiing, and spending time at the gym.