Lisa Hayes

About Lisa Hayes

Lisa founded Creative Financial Planning, Inc. in 1986. The business has grown to a team that manages over $200 million in client assets. The firm offers asset based investment management for high net-worth individuals.The team works with a select number of clients, focusing attention on – and listening to – each client’s unique needs and concerns. The result of which is a tailored financial plan. The plan is used as a blueprint to create model portfolios.As an Investment Adviser Representative of Commonwealth Financial Network, we utilize superior technology to create optimized portfolios and asset allocation models.As Creative Financial Planning values independence and client forward practices, so does Commonwealth - a national RIA/independent broker dealer that is the preferred partner for elite advisors.Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Please review our Terms of Use here: Financial Planning, 101 South Broadway, South Nyack, NY 10••••••••50

Experience

1. Founder and CEO

   Creative Financial Planning

   Jan 1986 — Present · South Nyack, NY, US

   Lisa creates tailored financial plans that can include part or all of the following:*Net Worth *Cash Flow Analysis *Insurance review and recommendations *Investment review and recommendations *College Planning *Retirement PlanningAfter implementing the plan, we honor the trust given us by diligently monitoring the investments, updating clients quarterly and always going the extra mile in service.

Education

• CFP® Adelphi University, New York

  Certified Financial Planner, Financial Planning and Services

  1984 — 1986

• University of Florida

  B.S. in Communications, Journalism

  1975 — 1979

• CHFC American College

  ChFC, Finance and Financial Management Services

  1994 — 1996

• The Center for Fiduciary Studies

  Accredited Investment Fiduciary, Business Ethics

  2010 — 2010