Lisa Isaacson, CFP®, CPA, PFS℠, lives out her passion for service in all that she does. As a Wealth Advisor for WealthSource, Lisa serves clients in and around the Montrose area of Colorado. Likewise, as a community-minded citizen, Lisa serves in many capacities for local non-profit organizations. It's that service-driven mindset that attracted Lisa to WealthSource.
Lisa ensures she approaches each day with a client-first attitude. Her meetings and interactions are grounded in a solid, planning-focused philosophy. She continues to pursue ways the team at WealthSource can maximize the service she provides to clients.
Before joining the WealthSource team in 2022, Lisa served as a Client Executive and as a Vice President of Alpine Bank. Prior to her time in Alpine's Wealth Management division, Lisa was a financial planner and investment advisor at ElderAdo Financial, Inc. where she began her career in financial services. Before that, she spent more than 25 years in accounting across various industries.
Lisa has an Associate of Arts degree in Business which she received from Rochester Community College, and a Bachelor of Science degree in Accounting from Minnesota State University, Mankato. As a Certified Financial Planner™ practitioner and Personal Financial Specialist℠, Lisa specializes in retirement income planning.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Tax advisory, bookkeeping, and/or tax return preparation and filing services offered through P&L Financial, LLC and/or Lisa Isaacson (CO CPA License # 23532) in her individual capacity as a licensed CPA. WealthSource is not an accounting firm and P&L Financial, LLC and WealthSource are independent and unaffiliated entities.