Director Of Financial Planning, Senior Wealth Advisor
Current
Jul 2024 - Present
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Lisa Crosta, Cfp®, Cpa, Mba Email & Phone Number
Director of Financial Planning & Senior Wealth Advisor -----------YOUR FINANCIAL FUTURE, THOUGHTFULLY PLANNED, BECAUSE EVERY DETAIL MATTERS.
at
Crescent Harbor Private Wealth
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✓ Verified August 2026
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Current company
Role
Director of Financial Planning & Senior Wealth Advisor -----------YOUR FINANCIAL FUTURE, THOUGHTFULLY PLANNED, BECAUSE EVERY DETAIL MATTERS.
Location
Madison, New Jersey, United States
Who is Lisa Crosta, Cfp®, Cpa, Mba? Overview
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Lisa Crosta, Cfp®, Cpa, Mba is listed as Director of Financial Planning & Senior Wealth Advisor -----------YOUR FINANCIAL FUTURE, THOUGHTFULLY PLANNED, BECAUSE EVERY DETAIL MATTERS. at Crescent Harbor Private Wealth, based in Madison, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Lisa Crosta, Cfp®, Cpa, Mba.
Lisa Crosta, Cfp®, Cpa, Mba previously worked as Director of Financial Planning, Senior Wealth Advisor at Crescent Harbor Private Wealth and Director of Wealth Management at Bpp Wealth Solutions, Llc. Lisa Crosta, Cfp®, Cpa, Mba holds Mba, Accounting from Rutgers Graduate Business School.
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Crescent Harbor Private Wealth
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Profile bio
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.
Current workplace
Lisa Crosta, Cfp®, Cpa, Mba's current company
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9 roles · 15 years
Lisa Crosta, Cfp®, Cpa, Mba work experience
A career timeline built from the work history available for this profile.
Director Of Wealth Management
Oct 2020 - May 2024
Fpa Of Nj, Board Of Director
Jan 2018 - Dec 2023
Director Of Financial Planning, Vp Of Sales
Feb 2020 - Oct 2020
Vice President Of Financial Planning
Comprehensive financial planning for individual clients.
Dec 2014 - Feb 2020
Relationship Manager
Cactus River
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.
2012 - Dec 2014
Financial Specialist
Tengah Inc.
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.
Jan 2014 - Nov 2014
Area Sales Manager, Independent Consultant
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.
Apr 2009 - Jan 2013
Manager, Personal Financial Planning Division
Ernst & Young
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.
Sep 1994 - 2001
3 education records
Lisa Crosta, Cfp®, Cpa, Mba education
Mba, Accounting
Bs, Business Administration And Management, General
Education record
James Caldwell
FAQ
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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 Crescent Harbor Private Wealth?
Lisa Crosta, Cfp®, Cpa, Mba is listed as Director of Financial Planning & Senior Wealth Advisor -----------YOUR FINANCIAL FUTURE, THOUGHTFULLY PLANNED, BECAUSE EVERY DETAIL MATTERS. at Crescent Harbor Private Wealth.
Where is Lisa Crosta, Cfp®, Cpa, Mba based?
Lisa Crosta, Cfp®, Cpa, Mba is based in Madison, New Jersey, United States while working with Crescent Harbor Private Wealth.
What companies has Lisa Crosta, Cfp®, Cpa, Mba worked for?
Lisa Crosta, Cfp®, Cpa, Mba has worked for Crescent Harbor Private Wealth, Bpp Wealth Solutions, Llc, Financial Planning Association (Fpa), Massmutual, and Hennion & Walsh.
How can I contact Lisa Crosta, Cfp®, Cpa, Mba?
You can use AeroLeads to view verified contact signals for Lisa Crosta, Cfp®, Cpa, Mba at Crescent Harbor Private Wealth, including work email, phone, and LinkedIn data when available.
What schools did Lisa Crosta, Cfp®, Cpa, Mba attend?
Lisa Crosta, Cfp®, Cpa, Mba holds Mba, Accounting from Rutgers Graduate Business School.
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