Our Credentials
Financial confidence comes with knowing that the team managing your financial needs holds some of the most significant and respected designations in the industry. Lisa McGrath uses her extensive personal and professional experience in all areas of financial planning to help you pursue your goals. She holds multiple professional designations and is licensed to sell a variety of financial and insurance products.
CERTIFIED FINANCIAL PLANNER™ Professional (CFP®)
Bringing all the pieces of your financial life together is a challenging task. Today more than ever, CERTIFIED FINANCIAL PLANNER™ professionals are an essential resource. Although many professionals may call themselves “financial planners,” CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest.
Certified Public Accountant (CPA)
CPA is a title awarded in the United States to accountants who meet stringent professional qualifications. State authorities confer the title on those who satisfy the experience requirement of the particular state and those who pass the Uniform CPA Examination administered by the American Institute of Certified Public Accountants. The objective of the examination is to provide reasonable assurance to Boards of Accountancy that candidates passing the examination possess the level of technical knowledge, skills, and abilities necessary to protect the public interest. CPAs must maintain a certain amount of professionally logged hours per the state within which they are certified.
Retirement Income Certified Professional (RICP®)
The RICP® designation provides comprehensive instruction on building integrated and comprehensive retirement income plans. A key focus is understanding, choosing, and executing a strategy for generating sustainable income from available resources—whether that means using systematic withdrawals from a portfolio, building an income floor with bonds or annuities, or using a bucket strategy.
The program, developed by more than 45 of the nation's top retirement planning experts, provides students with best practices in areas including:
- Social Security claiming
- Evaluating and addressing risks faced in retirement
- Choosing distributions from employer sponsored plans
- Medicare and other health insurance choices
- Planning for long-term care needs
Please don't hesitate to contact our team with any questions!