Lisa Whiteman, BFA™, CFP®
FOUNDER │ FINANCIAL ADVISOR
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Retirement planning goes beyond just offering investment advice. It’s about helping my clients preserve the financial independence they’ve spent a lifetime building, while ensuring they have the freedom to pursue what matters most to them. I believe in understanding each individual’s unique goals, values, and circumstances—these are the cornerstones of the strategies I develop on their behalf.
When we meet, our conversation will begin with a deep dive into your current financial situation and future aspirations. Together, we’ll explore any potential gaps that may have been overlooked and could affect your long-term financial well-being. From there, we’ll refine your investment strategy to accommodate evolving conditions, addressing any unexpected expenses or income changes that may arise.
I’ve been in the financial services industry since 2001, with a Bachelor’s degree in Finance. I am proud to hold Series 7 and 66 registrations, as well as Washington State life and health licenses, and I’m a CERTIFIED FINANCIAL PLANNER™ Professional.
Since 2003, my family and I have called Olympia home. We spend our summers exploring the stunning Pacific Northwest, camping and fishing—especially at our favorite spot, Lake Curlew in Ferry County. I also have a passion for cooking and baking, and I love sharing it with friends and family whenever I can.