Lisa Kasney, CFP®

Financial Planner
Lisa Kasney, CFP®

Associate Planner

Lisa began her career in the finance industry in 1982, working as a financial analyst at a bank.  Through a number of family transitions and moves, she has had a varied career in finance, accounting and tax, earning her CPA designation in 2006 and her CFP® in 2014.

Professional Recognition

In 2016, Lisa was admitted to the National Association of Personal Financial Advisors (NAPFA) as a NAPFA-Registered Financial Advisor, a status widely acknowledged as reflecting the most stringent standards in the planning profession.

Having a life-long interest in investing, she has carefully watched the changing dynamics within the financial advisory industry and retirement landscape. With the near disappearance of defined benefit pensions and the rapid rise of the self-directed 401(k) plan, she has come to recognize the need for independent financial advice, accessible to everyone, that is free of the potential conflicts of interest so pervasive with sales/commission based advisors.

She delights in sharing her knowledge and passion for sound financial decisions made in a caring and supportive environment.

Personal Life

In her spare time, Lisa enjoys tennis, skiing, hiking and Crossfit.

Let’s Get Acquainted
I encourage you to schedule a free get acquainted meeting with us.