Brightworth Wealth Advisor Lisa Brown, CFP®, CIMA ® has become a Partner in the fee-only wealth management firm.
“Lisa has made significant contributions to Brightworth’s growth over the years,” said Chris Dardaman, CEO and Chief Investment Officer of Brightworth. “She is an outstanding advisor for clients. We are proud of her accomplishments and welcome her as an equity partner in our firm.”
Lisa brought many years of experience when she joined Brightworth in 2005 and was promoted to Wealth Advisor in 2009. She develops comprehensive investment and wealth plans for high net worth clients with a particular focus on executive compensation strategies, retirement transition planning, and working with successful women.
Find out what's happening in Cummingfor free with the latest updates from Patch.
She has an MBA with a Personal Financial Planning major from Georgia State University and graduated Summa Cum Laude from Le Moyne College with a Bachelor’s degree in Finance and Economics. She is a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Estate Planner® and completed the IMCA® Investment Analyst Program at the elite University of California Berkeley Haas School of Business.
A frequent speaker at industry events and corporate retirement planning seminars, Lisa is a member of NAPFA, the Financial Planning Association and the Atlanta Estate Planning Council.
Find out what's happening in Cummingfor free with the latest updates from Patch.
Brightworth (www.brightworth.com) is an independent, fee-only wealth management firm that serves entrepreneurs and high net worth families and individuals. The firm and its partners have been nationally ranked as one of Robb Report Worth Magazine’s 100 Most Exclusive Wealth Advisors, Wealth Manager magazine’s Top 150 Wealth Managers and Barron’s Indie 100 list of top independent financial advisors.
