Lisa Saxton, CFP®
Wealth Manager, Partner
Lisa serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than two decades of experience in the financial services industry, Lisa has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she worked for an independent investment advisory firm.
Lisa earned a Bachelor of Science degree in financial services from San Diego State University. She is also a CERTIFIED FINANCIAL PLANNER® professional, as designated by the Certified Financial Planner Board of Standards.
Lisa and her husband, Eric, enjoy hosting dinners, watching movies, enjoying the outdoors, and spending time with their daughter (Kayla), friends and family.
Articles by Lisa Saxton, CFP®
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