Lisa Ford Email & Phone Number
Fractional CFO and Corporate Tax Strategist (Owner and Managing Director) @ Genesis Business and Tax Services
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Lisa Ford Location
- Texas, United States
Lisa Ford Work
- Fractional CFO and Corporate Tax Strategist (Owner and Managing Director) @ (December 2000 - Present)
- Principal Value Acceleration Consultant and Wealth Architect (Founder and Owner) @ Ascend Financial Planning and Wealth Management (January 2014 - Present)
- Financial Advisor @ Ascend Financial Planning and Wealth Management, LLC (March 2017 - Present)
- Financial Advisor @ (July 2009 - July 2012)
- Financial Services Representative @ The Principal Financial Group (October 2007 - February 2009)
Lisa Ford Education
- New England College of Business
BSBA (Accounting and Finance)
- Cleveland State University
Business Administration
- Mountain View College
Certificate of Professional Accountancy (Accounting)
- Cleveland State University
Accounting and Finance
Lisa Ford Skills
- 401k
- Accounting
- Auditing
- Banking
- Bookkeeping
- Budgeting
- Budgets
- Disability Insurance
- Employee Benefits
- Entrepreneurship
- Estate Planning
- Exit Planning Advising
- Exit Strategies
- Finance
- Financial Accounting
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- IRAs
- Insurance
- Investment Advisory
- Investments
- Leadership
- Life Insurance
- Long-term Care
- Management Consulting
- Marketing
- Mutual Funds
- Pensions
- Personal Finance
- Portfolio Management
- QuickBooks
- Retirement
- Retirement Planning
- Risk Management
- Sales
- Series 6
- Series 65
- Series 7
- Small Business
- Strategic Financial Planning
- Strategy
- Tax
- Tax Planning
- Tax Preparation
- Term Life Insurance
- Time Management
- Uniform Combined State Law
- Virtual CFO Services
- Wealth Management
Lisa Ford Summary
- Lisa Ford, based in Texas, United States, is currently a Fractional CFO and Corporate Tax Strategist (Owner and Managing Director) at Genesis Business and Tax Services. Lisa Ford brings experience from previous roles at Ascend Financial Planning and Wealth Management, Ascend Financial Planning and Wealth Management, LLC, Waddell & Reed and The Principal Financial Group. Lisa Ford holds a BSBA in Accounting and Finance @ New England College of Business. With a robust skill set that includes 401k, Accounting, Auditing, Banking, Bookkeeping and more. Lisa Ford has 1 emails on RocketReach.
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