Lisa

Benchaabane

CFP®, CFS®, CRPC™, CBDA℠

picture of a planner

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 PLANNER™

Certified Fund Specialist®

Chartered Retirement Planning Counselor™

Certified in Blockchain and Digital Assets℠

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

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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