Lisa Hay Email & Phone Number

Fiduciary Financial Advisor @ CAPTRUST

5 free lookups per month.

Lisa Hay's Location

Stow, OH, US

Lisa Hay's Work

Fiduciary Financial Advisor @ CAPTRUST
Financial Advisor @ CAPTRUST
Lead Advisor @ Cornerstone Capital Advisors

Financial Author @ Lisa Hay, CPA, CFP®, RICP®
RetireMentor @ MarketWatch
Founder and President @ Ascend Financial, LLC
President @ Lisa Hay, CPA
Executive Staff Reporting to the President | Strategic Manager of Commodities Purchasing @ Cleveland Electric Labs
CPA @ Warfield and Sender, CPA's

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Lisa Hay's Education

University of Tulsa
Bachelor of Science in Business Adminstration (Accounting)
1979 - 1982
The American College
Retirement Income Certified Professional® | RICP®
2015 - 2016

Lisa Hay's Skills

Wealth Preservation Planning
Intergenerational Wealth Transfer
Financial Advisory

Retirement Benefits
Legacy Giving
Money Management
Customer Service
Cash Flow
Holistic Financial Planning
Fiduciary

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Lisa Hay's Summary

Lisa Hay, based in Stow, OH, US, is currently a Fiduciary Financial Advisor at CAPTRUST, bringing experience from previous roles at CAPTRUST, Cornerstone Capital Advisors, Lisa Hay, CPA, CFP®, RICP® and MarketWatch. Lisa Hay holds a 1979 - 1982 Bachelor of Science in Business Adminstration in Accounting @ University of Tulsa. With a robust skill set that includes Wealth Preservation Planning, Intergenerational Wealth Transfer, Financial Advisory, Retirement Benefits, Legacy Giving and more, Lisa Hay contributes valuable insights to the industry. Lisa Hay has 4 emails on RocketReach.

Lisa Hay Email Address

Found 4 email address listings:

Lisa Hay Phone Number

Found 2 phone numbers:

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