Skip to content

Lisa Brown, CFP®, CIMA®

avatar
Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."

Blog Post by Lisa Brown, CFP®, CIMA®

Lisa Brown, CFP®, CIMA® Nov 3, 2021 3:35:00 PM < 1 min read

SOMEONE NEEDS TO KNOW WHERE YOUR MONEY IS

What would happen in the event of an emergency, and you haven’t told your loved ones how ...
Start Reading
Lisa Brown, CFP®, CIMA® Apr 19, 2021 3:54:00 PM < 1 min read

Worried About Your Child's Inheritance if They Divorce? A Trust Can Be Your Answer

You may love your son-in-law or daughter-in-law now, but that could change down the road. ...
Start Reading
Lisa Brown, CFP®, CIMA® Dec 16, 2020 10:55:00 AM 11 min read

Money Moves Before Year's End

 
Start Reading
Lisa Brown, CFP®, CIMA® Nov 10, 2020 12:52:00 PM < 1 min read

MANY FACTORS PLAY ROLE IN DETERMINING IF 'EARLY RETIREMENT' IS THE RIGHT PLAN

Have you been wondering if early retirement is right for you? The Covid-19 pandemic has ...
Start Reading
Lisa Brown, CFP®, CIMA® Mar 25, 2020 4:49:00 PM < 1 min read

YOU JUST LOST YOUR CORPORATE JOB DUE TO THE CORONAVIRUS CRISIS. NOW WHAT?

Wealth advisor Lisa Brown shares advice on how to handle your severance pay, stock ...
Start Reading
Lisa Brown, CFP®, CIMA® Mar 16, 2020 3:00:00 PM 6 min read

A Coronavirus Checklist: Tips for Your Mental and Financial Health

As we all watch the latest news about the coronavirus, it’s easy to be scared about our ...
Start Reading
Lisa Brown, CFP®, CIMA® Nov 22, 2019 4:16:00 PM < 1 min read

3 Money Tips for Busy Executives

Yes, you're busy, but wealth advisor Lisa Brown has tips to make time to check off these ...
Start Reading
Lisa Brown, CFP®, CIMA® Jul 3, 2019 6:20:00 PM < 1 min read

BUYING YOUR DREAM RETIREMENT HOME – THINK BEFORE YOU LEAP

The wrong home, or the wrong place, can undo a lot of the retirement saving and planning ...
Start Reading
Lisa Brown, CFP®, CIMA® Dec 27, 2018 4:04:00 PM 2 min read

6 Tips to Get Your 2019 Financial House in Order

Celebrating New Year’s Eve and New Year’s Day is always a lot of fun.  On New Year’s Eve, ...
Start Reading
Lisa Brown, CFP®, CIMA® Oct 30, 2018 1:34:00 PM 5 min read

5 Tips for Investors to Weather the Volatile Stock Market

As the U.S. equity market gets set to conclude its worst October performance since the ...
Start Reading