118 - Why Having A Financial Plan Is So Important.
A Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA), Lisa Crosta is the Director of Wealth Management of BPP Wealth Solutions, where she helps her clients better understand their financial picture so they can achieve their dreams.
Having gone through divorce and raising three kids on her own, Lisa aims to help other women who find themselves in tough situations. Lisa’s energy, unbridled determination & communication gives her clients the confidence they need to succeed, and empowers them to make great financial decisions. She enjoys guiding her clients through the confusion of complex financial jargon, bringing clarity to the financial
realm of her clients’ lives.
Lisa spent her early career at Ernst & Young and then, after raising her children, returned to the financial industry. Prior to joining BPP, Lisa led the Financial Planning departments at both Hennion & Walsh and MassMutual TriState. Lisa has her Series 7, 66 and 24 security licenses, Life and Health insurance licenses, earned her Bachelor of Science degree from the University of Vermont, and received a Master's of Business Administration from Rutgers University in New Brunswick, NJ.
Having renovated six homes, in Lisa’s spare time, she might be found with a sledge hammer, shovel or drill. She loves skiing, reading, playing pickleball, cooking, spending time at the gym, and spending time with her boyfriend, daughter and two sons.