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Lisa Brown, CFP®, CIMA®

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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® May 18, 2022 3:44:27 PM 1 min read

Taking Stock: The Tech Wreck and Stocks Today

The Bright Ideas Podcast with CI Brightworth Episode # 28 Taking Stock with Lisa Brown: ...
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Lisa Brown, CFP®, CIMA® May 8, 2022 11:00:00 AM 1 min read

Taking Stock: Should you own your employer's stock?

The Bright Ideas Podcast with CI Brightworth Episode #27 Taking Stock with Lisa Brown: ...
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Lisa Brown, CFP®, CIMA® Apr 11, 2022 4:24:19 PM < 1 min read

Taking Stock: The Perils of a Vacation Home

Episode #26 The Perils of a Vacation Home You've imagined the views, the peace and quiet, ...
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Lisa Brown, CFP®, CIMA® Mar 8, 2022 11:24:52 AM < 1 min read

Are Company Insurance Plans a Good Deal?

Open enrollment is still months away, but now is the time to evaluate if you have the ...
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Lisa Brown, CFP®, CIMA® Jan 24, 2022 5:23:17 PM < 1 min read

Estate Planning for Busy Executives

The financial experts at Brightworth share helpful insights for working professionals who ...
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Lisa Brown, CFP®, CIMA® Jan 10, 2022 4:56:18 PM < 1 min read

Taking Stock: ADHD and Working Professionals. It's Not Just Kids!

Episode #25 ADHD and Working Professionals. It's Not Just Kids! People often associate ...
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Lisa Brown, CFP®, CIMA® Dec 17, 2021 1:00:50 PM < 1 min read

5 Last-Minute Financial Moves For Working Professionals

The year is coming to a close, but before you turn on your Out of Office reply, make sure ...
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Lisa Brown, CFP®, CIMA® Nov 29, 2021 11:51:58 AM < 1 min read

Taking Stock: Resigning and Hitting the Reset Button with Jenessa Broderick

Episode #24: Resigning and Hitting the Reset Button with Jenessa Broderick It might look ...
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Lisa Brown, CFP®, CIMA® Nov 22, 2021 5:48:44 PM < 1 min read

To Defer or Not Defer? When to Defer Compensation

The experts at Brightworth help you to determine whether to participate in your company’s ...
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Lisa Brown, CFP®, CIMA® Oct 26, 2021 6:12:00 PM < 1 min read

Preparing for Open Enrollment for Working Professionals

Do open enrollment options seem confusing or daunting? Let our advisors help you make ...
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