Financial Advisor
Ascend Financial Planning And Wealth Management
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Lisa Ford Email & Phone Number
Financial Advisor
at
Ascend Financial Planning and Wealth Management
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Advisor
Location
Plano, Texas, United States
Who is Lisa Ford? Overview
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Lisa Ford is listed as Financial Advisor at Ascend Financial Planning and Wealth Management, based in Plano, Texas, United States. AeroLeads shows a matched LinkedIn profile for Lisa Ford.
Lisa Ford previously worked as Business Services Administrator at Genesis Business And Tax Services and Financial Advisor at Ascend Financial Planning And Wealth Management, Llc. Lisa Ford holds Bsba, Accounting And Finance from New England College Of Business And Finance.
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Email format at Ascend Financial Planning and Wealth Management
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Ascend Financial Planning and Wealth Management
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Profile bio
About Lisa Ford
Why Choose Us?Genesis Business and Tax Services is the Dallas area's trusted partner for business owners seeking strategic tax planning, CFO services, and consulting expertise. Here's why you should choose us:Proven Track Record: With years of experience in the industry, we have a proven track record of success. Lisa has never failed a client and is dedicated to achieving exceptional results.Client-Centric Approach: We prioritize our clients' needs and goals, working closely with them to develop customized solutions that drive growth and profitability.As a Registered Financial Consultant, Lisa brings a wealth of expertise and insight to every engagement. Specializing in exit planning, Genesis Business and Tax Services is passionate about helping businesses across a range of industries prepare for a successful transition.Strong Client Relationships: We value strong client relationships and take pride in our extensive network of repeat customers. Our founder works well with all clients, fostering open communication, trust, and collaboration.Get In TouchReady to take your firm to the next level? Contact Genesis Business and Tax Services today to learn more about our comprehensive consulting services and how we can help you achieve your financial goals. Let Genesis Business and Tax Services do your monthly bookkeeping at a fraction of the cost of a full-time employee.
Current workplace
Lisa Ford's current company
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Ascend Financial Planning And Wealth Management
AeroLeads page
6 roles · 18 years
Lisa Ford work experience
A career timeline built from the work history available for this profile.
Business Services Administrator
Supervise team of accounting and tax specialists providing bookkeeping, tax preparation, tax planning, marketing consulting, business consulting, bookkeeping, Quickbooks training and implementation and audit representation.
Financial Advisor
Ascend Financial Planning And Wealth Management
An investment advisor representative specializing in the preparation of financial, business and retirement plans for individuals and business owners from all walks of life. Providing wealth management and investment advisory services for individuals . Preparation of investments, employee benefits programs, executive benefit programs, retirement plans and business advisory services. Utilize non-proprietary investment products and services to assist accredited and non accredited clients in meeting their financial goals and objectives. Conduct training seminars and workshops on various financial topics including retirement planning, college education funding, mutual funds, qualified retirement plans, annuities, life insurance, health insurance, etc.
Financial Advisor
Ascend Financial Planning And Wealth Management, Llc
DISCLAIMERMoney Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice.This Page is intended for US persons only. Any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts.“Ascend Financial Planning Wealth Management” is an independent firm not affiliated with Money Concepts Capital Corp."Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for itsContent.Third party marks appearing herein are the property of their respective owners.Guarantees are subject to the claims-paying ability of the issuing insurance companyPlease remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money.All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC
Financial Advisor
2009 - 2012
~3 yrs
Sales
The Principal Financial Group
Assist individuals and small to medium sized businesses to assess and plan for financial needs and growth.
Oct 2007 - Feb 2009
4 education records
Lisa Ford education
Bsba, Accounting And Finance
Business Administration
Certificate Of Professional Accountancy, Accounting
Mountain View College
Accounting And Finance
FAQ
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What company does Lisa Ford work for?
Lisa Ford works for Ascend Financial Planning and Wealth Management.
What is Lisa Ford's role at Ascend Financial Planning and Wealth Management?
Lisa Ford is listed as Financial Advisor at Ascend Financial Planning and Wealth Management.
Where is Lisa Ford based?
Lisa Ford is based in Plano, Texas, United States while working with Ascend Financial Planning and Wealth Management.
What companies has Lisa Ford worked for?
Lisa Ford has worked for Ascend Financial Planning And Wealth Management, Genesis Business And Tax Services, Ascend Financial Planning And Wealth Management, Llc, Waddell & Reed, and The Principal Financial Group.
How can I contact Lisa Ford?
You can use AeroLeads to view verified contact signals for Lisa Ford at Ascend Financial Planning and Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Lisa Ford attend?
Lisa Ford holds Bsba, Accounting And Finance from New England College Of Business And Finance.
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