Financial Planning Product Manager
Current
Broker Dealer
Mar 2023 - Present
AeroLeads people directory · profile
Lisa R. Hatcher, Cfp® Email & Phone Number
Financial Planning Product Manager | Problem Solver | Creative Thinker | Curious | Leader | Learner
at
Broker Dealer
1 work email found
@hatcherbyles.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Broker Dealer
Role
Financial Planning Product Manager | Problem Solver | Creative Thinker | Curious | Leader | Learner
Location
Richmond, Virginia, United States
Who is Lisa R. Hatcher, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lisa R. Hatcher, Cfp® is listed as Financial Planning Product Manager | Problem Solver | Creative Thinker | Curious | Leader | Learner at Broker Dealer, based in Richmond, Virginia, United States. AeroLeads shows a work email signal at hatcherbyles.com and a matched LinkedIn profile for Lisa R. Hatcher, Cfp®.
Lisa R. Hatcher, Cfp® previously worked as Financial Planning Product Manager at Broker Dealer and Financial Planning Coordinator at Broker Dealer Firms. Lisa R. Hatcher, Cfp® holds Ma, Economics from Kent State University.
Company email context
Email format at Broker Dealer
This section adds company-level context without repeating Lisa R. Hatcher, Cfp®'s masked contact details.
*@hatcherbyles.com
68% confidence
AeroLeads found 1 current-domain work email signal for Lisa R. Hatcher, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Lisa R. Hatcher, Cfp®
Seasoned CFP® professional with broad knowledge of financial planning; a public speaker, instructor, someone who understands the financial services industry and how it is evolving to a more collaborative relationship with clients. Gained experience at a broker dealer, a wealth management firm, started my own firm, guided leading financial institutions with their financial planning software, and now support, train, and educate my firm's financial advisors and their clients in financial planning.
Listed skills include Retirement Planning, Investment Advisory, Finance, Estate Planning, and 21 others.
Current workplace
Lisa R. Hatcher, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Broker Dealer
9 roles
Lisa R. Hatcher, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Planning Coordinator
Broker Dealer Firms
Coordinate the creation and delivery of financial plans for firm's advisorsCreate and present plans to clients on behalf of advisorsAnswer questions from advisors and clients in the areas of education funding, estate and retirement planning, insurance, investments, and tax issuesTrain advisors on the use of MoneyGuide and how to present to their.
May 2019 - Mar 2023
Senior Business Analyst
Sep 2018 - May 2019
Business Analyst
Creating a positive client experience through collaboration: as part of the analyst team, designs cutting edge financial planning software and helps clients implement and maintain their software.Areas of focus:* Research - data analysis, financial concepts, determine client requirements* Design - develop calculations, improve user experience, promote.
Mar 2015 - Sep 2018
Principal
Hatcher Byles Financial Planning
Hatcher Byles Financial Planning (HBFP), which I founded, was a registered investment advisory firm located in Richmond, Virginia, focused on helping women better manage their financial decisions and plan short and long term strategies for their financial independence.The mission of HBFP was to work with individuals and families to determine their unique.
May 2006 - Jun 2015
Corporate Trainer
Provided engaging and informative seminars on financial planning topics such as Retirement Planning, Credit Scores, Taxes, Identity Theft, Budgeting, and Estate Planning to corporate and government employees through their Employee Assistance Programs.
Dec 2013 - Apr 2015
Adjunct Instructor
Taught Personal Financial Planning course to all levels of students, freshman through senior. Final exam was to create a budget based on the student's anticipated salary, explain the employer benefits, set a measurable short and long term goal (reflected in the budget), and create an asset allocation for their 401(k).
Jan 2007 - May 2007
Financial Analyst (Acg Advisory Services)
Prepared financial plans for high net worth individuals. Performed due diligence on mutual fund and asset managers chosen for 401(k) plans and individual accounts.
Oct 2004 - Apr 2006
Financial Planning Specialist
Developed comprehensive financial plans for financial advisors across the country. Provided research phone support for financial advisors.
Mar 2004 - Sep 2004
4 education records
Lisa R. Hatcher, Cfp® education
Ma, Economics
Bba, Finance
Certificate, Financial Planning
The Grace E Harris Leadership Institute, Higher Ground Women'S Leadership Development Program - Class Of 2010
FAQ
Frequently asked questions about Lisa R. Hatcher, Cfp®
Quick answers generated from the profile data available on this page.
What company does Lisa R. Hatcher, Cfp® work for?
Lisa R. Hatcher, Cfp® works for Broker Dealer.
What is Lisa R. Hatcher, Cfp®'s role at Broker Dealer?
Lisa R. Hatcher, Cfp® is listed as Financial Planning Product Manager | Problem Solver | Creative Thinker | Curious | Leader | Learner at Broker Dealer.
What is Lisa R. Hatcher, Cfp®'s email address?
AeroLeads has found 1 work email signal at @hatcherbyles.com for Lisa R. Hatcher, Cfp® at Broker Dealer.
Where is Lisa R. Hatcher, Cfp® based?
Lisa R. Hatcher, Cfp® is based in Richmond, Virginia, United States while working with Broker Dealer.
What companies has Lisa R. Hatcher, Cfp® worked for?
Lisa R. Hatcher, Cfp® has worked for Broker Dealer, Broker Dealer Firms, S&P Global Market Intelligence, Moneyguidepro® Created By Pietech, Inc., and Hatcher Byles Financial Planning.
How can I contact Lisa R. Hatcher, Cfp®?
You can use AeroLeads to view verified contact signals for Lisa R. Hatcher, Cfp® at Broker Dealer, including work email, phone, and LinkedIn data when available.
What schools did Lisa R. Hatcher, Cfp® attend?
Lisa R. Hatcher, Cfp® holds Ma, Economics from Kent State University.
What skills is Lisa R. Hatcher, Cfp® known for?
Lisa R. Hatcher, Cfp® is listed with skills including Retirement Planning, Investment Advisory, Finance, Estate Planning, Financial Advisory, Personal Financial Planning, Retirement, and Asset Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial