Lisa Kirchenbauer (CFP®)

Lisa Kirchenbauer focuses in the
following client markets or areas of practice:

  • Entrepreneurs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Women's Financial Planning Issues

Planning Specialties

We specialize in working with clients in significant financial/life/career transitions as well as those facing sudden wealth events.  We take a holistic approach through our financial life planning process, prior to implementing investment strategy recommendations, to determine what the most important goals and priorities are for our clients.

Additional Information

I am a Registered Life Planner through the Kinder INstitute of Life Planning as well as trainer and mentor for other financial advisors looking to incorporate life planning into their financial planning practices.

NAPFA Start Date

December 01, 2010


This Office

200 N Glebe Rd Ste 730 Arlington, VA 22203-3728 Phone: (703) 387-0919 Fax: (703) 387-0918