Lisa Benchaabane

CFP®, CFS®, CRPC™, CBDA℠

Lisa Benchaabane

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

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