Lisa Crosta, Cfp®, Cpa, Mba

Lisa Crosta, Cfp®, Cpa, Mba Email and Phone Number

Director of Financial Planning & Senior Wealth Advisor -----------YOUR FINANCIAL FUTURE, THOUGHTFULLY PLANNED, BECAUSE EVERY DETAIL MATTERS. @ Crescent Harbor Private Wealth
Lisa Crosta, Cfp®, Cpa, Mba's Location
Madison, New Jersey, United States, United States
About Lisa Crosta, Cfp®, Cpa, Mba

As a financial planner with a passion for empowering clients, I specialize in helping women and men achieve financial clarity and peace by crafting personalized roadmaps for success. I help clients turn their dreams into actionable plans, guiding them every step of the way toward financial confidence and long-term security.I am a Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA). I began my career at Ernst & Young, and then after taking some time to raise my three children, I returned to the financial industry where I has been for the past 10 years, focusing on comprehensive and individualized financial planning.I received my Bachelor of Science from the University of Vermont and my MBA from Rutgers University. I am an active member of the Financial Planning Association of NJ and enjoy cooking, skiing, reading and exercising in my free time.

Lisa Crosta, Cfp®, Cpa, Mba's Current Company Details
Crescent Harbor Private Wealth

Crescent Harbor Private Wealth

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Director of Financial Planning & Senior Wealth Advisor -----------YOUR FINANCIAL FUTURE, THOUGHTFULLY PLANNED, BECAUSE EVERY DETAIL MATTERS.
Lisa Crosta, Cfp®, Cpa, Mba Work Experience Details
  • Crescent Harbor Private Wealth
    Director Of Financial Planning, Senior Wealth Advisor
    Crescent Harbor Private Wealth Jul 2024 - Present
    Jersey City, New Jersey, United States
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  • Bpp Wealth Solutions, Llc
    Director Of Wealth Management
    Bpp Wealth Solutions, Llc Oct 2020 - May 2024
    Basking Ridge, New Jersey, United States
    View
  • Financial Planning Association (Fpa)
    Fpa Of Nj, Board Of Director
    Financial Planning Association (Fpa) Jan 2018 - Dec 2023
    View
  • Massmutual
    Director Of Financial Planning, Vp Of Sales
    Massmutual Feb 2020 - Oct 2020
    Iselin, Nj
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  • Hennion & Walsh
    Vice President Of Financial Planning
    Hennion & Walsh Dec 2014 - Feb 2020
    Parsippany
    Comprehensive financial planning for individual clients.
    View
  • Cactus River
    Relationship Manager
    Cactus River 2012 - Dec 2014
    Summit, Nj
    Cactus River is a boutique recruiting firm specializing in placing high-caliber, highly skilled technology talent in both large and small financial services firms.Responsibilities include building new client relationships, maintaining and expanding current clients accounts, locating and screening qualified candidates, managing the interviewing and hiring process, following up with consultants to ensure continued and flourishing job placement at current and future employers. Successfully placed over 10 consultants during a one-year period.
  • Tengah Inc.
    Financial Specialist
    Tengah Inc. Jan 2014 - Nov 2014
    Ny, Ny
    Tengah is a technology start-up. Responsible for producing monthly financial budgets, cash flows and P&L statements. Maintain QuickBooks, bank accounts and payment of bills. Manage on boarding of new employees and employment changes. Track and assist in receipt of investor funds and associated legal documents. Self manage and work independently with meet all deadlines.
  • Arbonne International
    Area Sales Manager, Independent Consultant
    Arbonne International Apr 2009 - Jan 2013
    Summit, Nj
    Built and managed a sales team to service individual clients in the health and wellness industry. Grew from a sales team of 1 to over 10 consultants and generated annual sales of over $120K. (average product prices range from $20 - $80 per item). Organized and spoke at multiple product events each month.
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  • Ernst & Young
    Manager, Personal Financial Planning Division
    Ernst & Young Sep 1994 - 2001
    Nyc
    Responsible for tax, retirement, investment and insurance planning for high net worth individuals. Attended sales meetings, managed portfolios, determined asset allocations, monitored trades, prepared quarterly performance reports, and met with clients to discuss performance results.

Lisa Crosta, Cfp®, Cpa, Mba Education Details

Frequently Asked Questions about Lisa Crosta, Cfp®, Cpa, Mba

What company does Lisa Crosta, Cfp®, Cpa, Mba work for?

Lisa Crosta, Cfp®, Cpa, Mba works for Crescent Harbor Private Wealth

What is Lisa Crosta, Cfp®, Cpa, Mba's role at the current company?

Lisa Crosta, Cfp®, Cpa, Mba's current role is Director of Financial Planning & Senior Wealth Advisor -----------YOUR FINANCIAL FUTURE, THOUGHTFULLY PLANNED, BECAUSE EVERY DETAIL MATTERS..

What schools did Lisa Crosta, Cfp®, Cpa, Mba attend?

Lisa Crosta, Cfp®, Cpa, Mba attended Rutgers Graduate Business School, University Of Vermont, James Caldwell.

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