Lisa Hayes, Cfp®, Chfc, Aif® Email and Phone Number
Lisa Hayes, Cfp®, Chfc, Aif® work email
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Lisa Hayes, Cfp®, Chfc, Aif® personal email
Lisa Hayes, Cfp®, Chfc, Aif® phone numbers
Lisa founded Creative Financial Planning, Inc. in 1986. The business has grown to a team that manages over $200 million in client assets. The firm offers asset based investment management for high net-worth individuals.The team works with a select number of clients, focusing attention on – and listening to – each client’s unique needs and concerns. The result of which is a tailored financial plan. The plan is used as a blueprint to create model portfolios.As an Investment Adviser Representative of Commonwealth Financial Network, we utilize superior technology to create optimized portfolios and asset allocation models.As Creative Financial Planning values independence and client forward practices, so does Commonwealth - a national RIA/independent broker dealer that is the preferred partner for elite advisors.Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Please review our Terms of Use here: www.commonwealth.com/termsofuse.htmlCreative Financial Planning, 101 South Broadway, South Nyack, NY 10960 845.634.6050
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Founder And CeoCreative Financial Planning Jan 1986 - PresentSouth Nyack, NyLisa creates tailored financial plans that can include part or all of the following: *Net Worth *Cash Flow Analysis *Insurance review and recommendations *Investment review and recommendations *College Planning *Retirement PlanningAfter implementing the plan, we honor the trust given us by diligently monitoring the investments, updating clients quarterly and always going the extra mile in service.
Lisa Hayes, Cfp®, Chfc, Aif® Skills
Lisa Hayes, Cfp®, Chfc, Aif® Education Details
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Journalism -
Cfp® Adelphi University, New YorkFinancial Planning And Services -
The Center For Fiduciary StudiesBusiness Ethics
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Chfc American CollegeFinance And Financial Management Services
Frequently Asked Questions about Lisa Hayes, Cfp®, Chfc, Aif®
What company does Lisa Hayes, Cfp®, Chfc, Aif® work for?
Lisa Hayes, Cfp®, Chfc, Aif® works for Creative Financial Planning
What is Lisa Hayes, Cfp®, Chfc, Aif®'s role at the current company?
Lisa Hayes, Cfp®, Chfc, Aif®'s current role is CEO at Creative Financial Planning.
What is Lisa Hayes, Cfp®, Chfc, Aif®'s email address?
Lisa Hayes, Cfp®, Chfc, Aif®'s email address is li****@****lpl.com
What is Lisa Hayes, Cfp®, Chfc, Aif®'s direct phone number?
Lisa Hayes, Cfp®, Chfc, Aif®'s direct phone number is +191426*****
What schools did Lisa Hayes, Cfp®, Chfc, Aif® attend?
Lisa Hayes, Cfp®, Chfc, Aif® attended University Of Florida, Cfp® Adelphi University, New York, The Center For Fiduciary Studies, Chfc American College, Emory University School Of Law.
What are some of Lisa Hayes, Cfp®, Chfc, Aif®'s interests?
Lisa Hayes, Cfp®, Chfc, Aif® has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Human Rights, Animal Welfare, Health.
What skills is Lisa Hayes, Cfp®, Chfc, Aif® known for?
Lisa Hayes, Cfp®, Chfc, Aif® has skills like Wealth Management, Financial Planning, Portfolio Management, Personal Finance, Financial Services, Nonprofits, Strategic Planning, Investment Advisory, Retirement Planning, Small Business, High Net Worth Individuals.
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