Lisa Benchaabane
CFP®, CFS®, CRPCâ„¢, CBDAâ„
Here to act in your best interests
About me
For more than 15 years, I've enjoyed the opportunity to work with my clients and help them plan for the future with a peace of mind they worked so hard to deserve. When not at work, I enjoy spending time with my family, which usually involves Travel, soccer and reading.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Certified Fund Specialist®
Chartered Retirement Planning Counselorâ„¢
Certified in Blockchain and Digital Assetsâ„
Education
Bachelor of Arts, History - Ithaca College
Visit one of our Locations
Rochester
350 Linden Oaks
1st Floor
Rochester, NY 14625
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
