Bio Lisa Brown, CFP

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Lisa Brown, CFP®

Partner and Wealth Advisor, Brightworth

Phone: 404.760.9000
www.brightworth.com

Lisa Brown, author of "Girl Talk, Money Talk, The Smart Girl's Guide to Money After College," is the Chief Strategy Officer for corporate professionals and executives at wealth management firm Brightworth in Atlanta. Advising busy corporate executives on their finances for nearly 20 years has been her passion inside the office. Outside the office she's an avid runner and supporter of charitable causes focused on homeless children and their families.

Brown is a Certified Financial Planner™ practitioner and an Accredited Estate Planner. She graduated summa cum laude from LeMoyne College and holds a Master's degree in Business Administration from Georgia State University.

Latest Features

Building Wealth
April 2020

Extra Time on Your Hands? Use it Wisely to Tackle Your Financial To-Do List

If you're worried about losing your job or seeing your income fall (or if you're just bored!), there's no better time than now to do all you can to solidify your finances.

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Building Wealth
March 2020

You Just Lost Your Corporate Job Due to the Coronavirus Crisis. Now What?

From how to make the most of your severance pay to pension plan payouts and stock options, you have a lot of variables to take into consideration right now. These decisions come with opportunities to weigh and pitfalls to avoid.

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Building Wealth
March 2020

A Coronavirus Checklist: Tips for Your Mental and Financial Health

Take a deep breath and check out some reassuring advice that one financial adviser is sharing with all her clients.

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Building Wealth
March 2020

Don't Push the Panic Button on Your 401(k) Investments

Yes, the markets are swinging hard right now, but don't let your fears drive you to make a rash decision with your 401(k). Consider making these measured moves instead.

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Building Wealth
February 2020

Getting a Pay Raise in 2020? Here's How to Make the Most of It

Congratulations, you just got a nice bump in your paycheck. Don't blow it. Instead, enjoy some, and then make the rest really work for you.

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Building Wealth
January 2020

2019 Was a Great Year for Investors. How Should You Invest Your Money in 2020?

The market was hot in 2019, but investors shouldn't count on a repeat performance going forward. With that in mind, here are four smart moves to position yourself well in 2020.

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Building Wealth
December 2019

Welcome Home, Kids: Now, Let's Talk Money and Wills

When you think about holiday family gatherings with your adult children, you probably picture gifts and turkey with all the trimmings. But between bites, it's also a good time to share your wishes and discuss your estate plan.

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Building Wealth
November 2019

3 Money Tips for Busy Corporate Executives to Act on Now

Yes, you're busy. But make time to check off these three critical financial tasks.

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SLIDE SHOW
November 2019

10 Money Moves to Make Before Year's End

The end of 2019 is in sight, but there is still plenty of time left to make a number of financial moves that will help improve your retirement savings, reduce your tax bill and benefit your community. ...

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Building Wealth
August 2019

I Wish I Had Done This Years Ago: All Too Common Financial Regrets

Some of the most valuable financial lessons are learned in hindsight. Live a happier, more secure life by avoiding these familiar financial foibles.

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Building Wealth
December 2018

5 Tips for Investors to Weather Today's Volatile Stock Market

Wall Street has been on a roller coaster lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.

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Building Wealth
June 2019

Buying Your Dream Retirement Home – Think Before You Leap

The wrong home, or the wrong place, can undo a lot of the retirement saving and planning you've worked so hard to achieve.

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Building Wealth
April 2019

Shocked by Your 2018 Tax Bill?

Take these steps now to cut your 2019 taxes.

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Building Wealth
March 2019

Not Sure If You Will Owe on Taxes in April? Here's What to Do Now

Before you even begin preparing your tax return, there is still time left to take some steps to minimize the potential damage.

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Building Wealth
January 2019

When Should Your Children Get Their Inheritance?

How can you tell if your children are ready to responsibly receive an inheritance? Here are some age guidelines to consider, but of course, it's more complicated than that.

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Building Wealth
December 2018

6 Tips to Get Your 2019 Financial House in Order

Make a New Year's "date" to talk finances. The planning you do on Jan. 1 can pay off all year long.

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Building Wealth
November 2018

5 Tips for Investors to Weather the Volatile Stock Market

Wall Street has been on a roller coaster lately, and if you're worried about it, here are five things you can do to help make sure you'll be OK.

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