Lissa Piper (AWMA, CFP®, EA, MBA)

Additional Information

As the first to finish college in a working-class family, I was on my own to figure out not just how to pay for college but all aspects of my finances. There never seemed to be enough money for the basics, and definitely not money to put away for savings. Classes included in the MBA program provided a lot of information, but as I was still struggling to pay for student loan obligations combined with a lack of background in budgeting and saving, they did not set me up for success. I made plenty of mistakes, or less than optimal decisions when it came to finances, including not truly understanding my personal cash flow, lacking a sufficient emergency fund, and being late to start retirement savings. All that being said, I am now in a much better place and have decided there is not much I would rather do than help others learn about their own personal finances in a supportive and non-judgmental environment. As a former teacher, my focus is on ensuring understanding and providing tools and solutions to meet each individual’s needs. I have an MBA, am a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Enrolled Agent admitted to practice before the IRS, and have earned the Accredited Wealth Management Advisor designation. I am a member of the National Association of Personal Financial Advisors, the XY Planning Network, and the Financial Planning Association®. I am a fiduciary, fee-only Investment Advisor Representative.