Lia Bertelson (CFP®)

Lia Bertelson focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • College/Education Planning
  • Fixed Fee (Subscription, Retainer, etc.)
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management

Planning Specialties

Once your initial plan is complete, we take a closer look at the topics that are most important to you. We call these Financial Planning Modules. Examples of these modules are:

  • College funding plan
  • Insurance needs analysis
  • Social security claiming strategies
  • Global asset allocation analysis
  • Tax strategies
  • Liabilities analysis

Additional Information

Lia’s background is in corporate banking with a large regional bank. During her banking career, she developed skills in analyzing financial statements and evaluating credit worthiness of a wide variety of companies. Her favorite things about that job were seeing how things are made by doing factory tours, and the fact that her colleagues brought their calculators to every meeting.

What she loves even more about working for Together Planning is bringing clarity and a sense of relief to clients who are in the thick of managing careers and families and want to make sure they are doing everything they can to responsibly steward and grow their money. Her personal sense of connection with the world around her aligns with work in developing Socially Responsible Investment plans for our clients.

She serves on the vestry at her church and chairs the School Governance Council of her local elementary school. On the weekends, you can find her canoeing down the Chattahoochee River with her husband and two sons, or traveling to meet their goal of visiting all fifty states together.

NAPFA Start Date

January 11, 2019