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Lisa Brown, CFP®, CIMA® Oct 24, 2019 4:41:00 PM < 1 min read

Taking Stock: Three Essential Money Tips for Executives

Episode #6: Three Essential Money Tips for Executives

Corporate executives are always on the go. But have you stopped to think about where your money is going? Lisa shares three essential tips to help you, and they're not hard to remember.

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Lisa Brown, CFP®, CIMA®

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."