As a Wealth Advisor, Lisa advises clients on financial planning, tax planning and investment management to help clients achieve their financial goals leading up to and through retirement. Lisa joined RegentAtlantic in 2021, bringing over 10 years of experience in wealth management and providing financial advice to high-net-worth individuals and families.
Lisa holds the CERTIFIED FINANCIAL PLANNER™ designation. She graduated from Richard Stockton School of New Jersey where she earned a Bachelor of Science in Business Studies with a concentration in Finance and Economics. Prior to joining RegentAtlantic, Lisa was a wealth planner at Fidelity Investments. Lisa currently resides in Cedar Grove, New Jersey with her wife, Mindy Neira, and enjoys traveling, cooking for her family, running around with her puppy, Avery, and watching her favorite sports teams. She is an avid fan of the Nets, Jets, and Yankees.