Lisa Brown (AEP, CFP®, CIMA®)
Lisa Brown focuses in the
following client markets or areas of practice:
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Women's Financial Planning Issues
- Corporate Executives
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Brightworth (www.brightworth.com), is an Atlanta-based and nationally recognized independent, fee-only private wealth counsel firm that serves high net worth families and individualsNAPFA Start Date
August 15, 2007