Lisa Heath has been helping clients reach their financial goals for over 30 years. As a Certified Financial Planner™professional (CFP®), she has the experience and knowledge needed to craft comprehensive financial plans for individuals and families. Lisa also works with small businesses, helping them create succession plans and assisting with other key business planning issues.
Lisa graduated from Louisiana State University with a bachelor’s degree in Finance. In addition to her CFP® certification, she holds FINRA Series 6, 7, 24, 51, and 63 licenses. Lisa is a member of the Financial Planning Association® (FPA®), the Financial Services Institute (FSI) and Accredited Investment Fiduciary (AIF®) (FI360). She also believes in self-education via continuing education courses, seminars and through reading premium financial content.
In her free time, Lisa enjoys a variety of hobbies, including cooking, traveling, tennis, pottery, and knitting. She likes to serve the Lafayette Community by volunteering through her church and other organizations like the Daughters of the American Revolution and the Salvation Army.
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