Lissa Piper (AWMA, CFP®, EA, MBA)

Lissa Piper focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • Investment Advice with Ongoing Management
  • Women's Financial Planning Issues

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.

NAPFA Start Date

March 11, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

260 SW 203rd Terr Beaverton , OR 97006 Phone: (503) 459-9550