Lisa Shusterman Email & Phone Number

Cincinnati, Ohio Area

Cincinnati, Ohio

Between June 2008, and June 2009, my husband and I, along with our two daughters, traveled around the world. Over the course of the year, we visited forty locations in seventeen countries, spanning six continents. The trip required 2 1/2 years of extensive planning.Upon return, wrote, published and marketed Around the World in Easy Ways - A Guide to Planning Long-Term Travel With or Without Your Kids. This book is the type of book I would have appreciated having at my disposal as I embarked on the planning process for our trip.

Cincinnati, Ohio Area

Serve, on a contractual basis, as an arbitrator for the largest forum of dispute resolution in the securities industry. Chair hearings and render fair, impartial and binding decisions regarding financial disputes.

Mid-West

Facilitated financial education workshops to empower employees to take control of their financial future. Workshops included General Financial Planning, 401(K) Education and Retirement Planning. Clients included: PriceWaterhouseCoopers, Charles Schwab, Charter One Bank, Royal Financial Services Inc. and Pulte Homes.

Silver Spring, Md

Managed over $10 MM in portfolio assets for 125 clients. Conducted in-depth interviews and consultations; analyzed and calculated client financial data; designed and presented personalized financial plans including tax projections and planning. Managed administrative staff. Oversaw daily workflow and documentation to assure compliance with SEC regulations. Traded securities and conducted research of insurance and investment instruments including stocks, bonds, mutual funds and CD's.

Bachelor Of Arts (Ba), Cultural Anthropology

Certified Financial Planner Designation