Lisa Marcelli brings over 38 years of experience and a deep dedication to improving clients’ lives through personalized financial planning and investment management. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Divorce Financial Analyst®, known for helping individuals, families, and organizations navigate major life events with strategic guidance.
Lisa leads with integrity, building multigenerational relationships and creating customized strategies designed to help clients pursue long-term financial independence. She is passionate about getting to know clients and empowering them with the knowledge and confidence to make informed financial decisions at every stage of life.
Lisa offers knowledge and specialization in a variety of wealth management services including but not limited to:
- Asset Management
- Family Support Planning
- Tax-Efficient Investing
- Income Planning
- Retirement Planning
- Risk Management
- Charitable Foundation Management
With a well-rounded professional network, Lisa is able to connect her clients seeking further guidance with other professionals that specialize in:
- Estate Planning
- Trust Management
- Real Estate Investment
- Social Security Claiming Strategies
- Tax Planning
- Medicare Planning
- Banking and Credit Management
Lisa is an active advocate for women’s financial literacy. Through her leadership and mentoring, she empowers women to take control of their finances, promoting education and confidence in all stages of life.
- CERTIFIED FINANCIAL PLANNER™1
- Certified Divorce Financial Analyst® 1
1.Designations listed are expected to be active and in good standing at the time of this publication and it is expected to cease use if the designation status becomes inactive.