Lisa Brown CFP®, CIMA®, GFP (USA), MBA

Lisa Brown CFP®, CIMA®, GFP (USA), MBA

Atlanta, Georgia, United States
2K followers 500 connections

About

Over the past two decades I have developed a passion and niche in executive compensation.…

Contributions

Activity

Experience

Education

Volunteer Experience

  • Project Street Vet Graphic

    Board Member, Treasurer

    Project Street Vet

    - Present 6 months

    Animal Welfare

    Project Street Vet is a 501 (c)(3) non-profit public charity that provides free veterinary care, treatment, and support to the pets of individuals experiencing homelessness and/or housing vulnerability.

    Project Street Vet was founded by Dr. Kwane Stewart, who for the past decade has provided free veterinary care to pets of people experiencing homelessness – walking areas of high homelessness to seek pets and pet parents in need. You can read his full bio here.

    We are committed to…

    Project Street Vet is a 501 (c)(3) non-profit public charity that provides free veterinary care, treatment, and support to the pets of individuals experiencing homelessness and/or housing vulnerability.

    Project Street Vet was founded by Dr. Kwane Stewart, who for the past decade has provided free veterinary care to pets of people experiencing homelessness – walking areas of high homelessness to seek pets and pet parents in need. You can read his full bio here.

    We are committed to protecting the human-animal bond that is so vital to the livelihood of pets and the people who love them. Leading with compassion, kindness, and no judgements, will we seek out and assist the pets and people who need it most.

  • The Dolphin Green & Gold Fund, LLC. Graphic

    Board of Managers

    The Dolphin Green & Gold Fund, LLC.

    - Present 7 months

    Education

    The Dolphin Green and Gold Fund, LLC is an independently owned and operated investment fund at Le Moyne College. Regardless of their major, students have the opportunity to manage a $1.2M fund. Since inception, it has become the 46th largest student-managed fund in America. The Fund is part of the Madden School of Business finance program. It brings together academic study, investment research, and investment management practices. In managing the Fund, students undertake research and valuation…

    The Dolphin Green and Gold Fund, LLC is an independently owned and operated investment fund at Le Moyne College. Regardless of their major, students have the opportunity to manage a $1.2M fund. Since inception, it has become the 46th largest student-managed fund in America. The Fund is part of the Madden School of Business finance program. It brings together academic study, investment research, and investment management practices. In managing the Fund, students undertake research and valuation calculations on potential investments and structure professional investment reports which they present to the Board of Managers.

  • Le Moyne College Graphic

    Madden School of Business and Economics Advisory Board Member

    Le Moyne College

    - Present 7 months

    Education

    The Madden College of Business & Economics has several advisory boards that provide direction for the school.

  • Atlanta Ronald McDonald House Charities Graphic

    Legacy Advisor Chairperson, Major and Planned Gifts Committee

    Atlanta Ronald McDonald House Charities

    - Present 5 years 5 months

    Children

    With a little planning and a big heart you can strengthen sick children and their families today and for years to come! Your gifts allow Atlanta Ronald McDonald House Charities to nurture the health and well-being of children and families when they need it the most.

    Whether you would like to put your donation to work today, leave a legacy to support families in the future, or both, we can help you find a charitable plan that meets your financial and philanthropic goals. Together, we can…

    With a little planning and a big heart you can strengthen sick children and their families today and for years to come! Your gifts allow Atlanta Ronald McDonald House Charities to nurture the health and well-being of children and families when they need it the most.

    Whether you would like to put your donation to work today, leave a legacy to support families in the future, or both, we can help you find a charitable plan that meets your financial and philanthropic goals. Together, we can keep children and families close to one another and the life-saving medical care they need.

  • Family Promise of Forsyth County, GA Graphic

    Board Member, Treasurer, Finance Committee

    Family Promise of Forsyth County, GA

    - 5 years 7 months

    Children

    Family Promise is a nationwide organization with local branches that support families with children who are experiencing homelessness. Through my experience in working with Family Promise and similar organizations, I've seen how many families have a short series of untimely events that cause them to lose stability, and need support services such as ours to get them back on track for stability and success.

  • ATLANTA ESTATE PLANNING COUNCIL INC Graphic

    Past President

    ATLANTA ESTATE PLANNING COUNCIL INC

    - 5 years 1 month

    Education

    The Atlanta Estate Planning Council, Inc, was organized in 1947 to provide education and fellowship for the members of professional disciplines (CLUs, Trust Officers, Attorneys, CPA’s) and now for Probate Judges and Academics who devote a substantial portion of their time to estate planning and trust activities.

  • Girls on the Run Atlanta, Inc Graphic

    Coach

    Girls on the Run Atlanta, Inc

    - 2 years 4 months

    Children

    Running and life skills coach to elementary school girls

  • Our House, Inc Graphic

    Treasurer and Finance and Audit Committee chairperson

    Our House, Inc

    - 3 years

    Children

    Our House breaks the chains of homelessness by providing quality early childhood education and comprehensive support services for families who are experiencing homelessness - See more at: http://www.ourhousega.org

  • Board Member and Volunteer

    Genesis Shelter

    - 2 years 9 months

    Children

    Genesis Shelter (www.genesisanewlife.org) is an Atlanta-based shelter for babies six months of age and younger and their families, empowering them to grow and develop in nurturing and healthy surroundings. Genesis enables homeless families to remain together and creates a participatory community in which parents have the opportunity to live with their children in privacy and with dignity.

    By empowering families to achieve greater self-sufficiency, Genesis Shelter recognizes individual…

    Genesis Shelter (www.genesisanewlife.org) is an Atlanta-based shelter for babies six months of age and younger and their families, empowering them to grow and develop in nurturing and healthy surroundings. Genesis enables homeless families to remain together and creates a participatory community in which parents have the opportunity to live with their children in privacy and with dignity.

    By empowering families to achieve greater self-sufficiency, Genesis Shelter recognizes individual family needs and meets those needs by providing a wide range of resources and services.

    In 2014 Genesis merged with Our House in Decatur, GA to expand its services and outreach.

Publications

Honors & Awards

  • Quoted in The New York Times, "Leaving Stock on the Table"

    The New York Times

    Quoted in Rob Walker's NY Times column, the Workologist. Leaving Stock on the Table when you leave your job and how to think about this from a severance and negotiating standpoint.

  • Quoted on CNBC.com - The Biggest Retirement Decision An Executive Will Make

    CNBC.com

    CNBC ran a story I wrote about the biggest retirement decision clients with pension plans face – whether to take the lump sum or the monthly check. Analyzing this and helping clients make a wise decision is a specialty of mine.

    http://www.cnbc.com/2016/02/26/the-biggest-retirement-decision-an-executive-will-make.html

  • Quoted in The Wall Street Journal - How Executives Can Minimize the Retirement Tax Hit

    The Wall Street Journal

    Read the article here:
    http://www.wsj.com/articles/how-executives-can-minimize-the-retirement-tax-hit-1446433533

  • Featured in NY Times "Making Money Decisions When You Lose Your Job"

    The New York Times

    Featured in NY Times article "Making Money Decisions When You Lose Your Job"

  • Featured in Atlanta Business Chronicle article, “Young Manager Shines Light on ‘Dark Corners”

    Atlanta Business Chronicle

    Featured in Atlanta Business Chronicle article, “Young Manager Shines Light on ‘Dark Corners”

  • Atlanta Five Star Wealth Manager

    Atlanta magazine

    Atlanta Five Star Wealth Manager by Atlanta magazine, 2012, 2013, 2014, 2015, 2016

    * Note: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients'…

    Atlanta Five Star Wealth Manager by Atlanta magazine, 2012, 2013, 2014, 2015, 2016

    * Note: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one clients' evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in any of these rankings can be provided upon request.

Organizations

  • OnBoard

    Accelerator Cohort

    - Present

    Accepted into the 2023 Spring Cohort Accelerator Program to enhance skills for for-profit Board service.

  • OnBoard

    Advocate

    - Present

    OnBoard Advocate to increase the number of women in executive leadership and on corporate boards. Starting in the OnBoard Accelerator program March, 2023.

  • Atlanta Estate Planning Council

    Treasurer (2018-2019); Secretary (2019- 2020); Vice President (2020-2021); President (2021-2022)

    - Present
  • Philanthropic Advisors Leadership Institute

    Member

    - Present
  • National Association of Personal Financial Advisors

    member

    - Present

    Membership for fee-only financial planners

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