Lisa Policare
CEO and Co-founder Penn Wealth Planning @Ameriprise Financial Services, LLC
New Hope, PA, US
EMAILS
l••••••••@ampf.com
MOBILE NUMBERS
+12•••••••21
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WORK HISTORY
Jan 2022 — Present
CEO and Co-founder Penn Wealth Planning @Ameriprise Financial Services, LLC
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US
EDUCATION
1977 — 1981
Saint Joseph's University
BS, Marketing Management
1984 — 1987
Fox School of Business at Temple University
MBA, Finance
SKILLS
Risk ManagementPortfolio ManagementInvestment ManagementExecutive Compensation PlanningInsuranceRetirement PlanningFinancial AnalysisStrategic Financial PlanningStrategic PlanningWealth Management
ABOUT LISA POLICARE
Often I am asked what makes our practice different. My answer is that we place great…
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