Who We Are
Inclusive
Cycle Financial Planning is inclusive. We want to make sure you feel comfortable when it comes to sharing your story, brainstorming options, and implementing a plan.
Thoughtful
We are lifelong learners and will take the time to educate you on all aspects of your financial plan. We operate as a fiduciary and will always put your best interests first.
Efficient
We care about your time, which means we will find the most efficient approach to working with you. We will also find the clearest path for putting your plan into action.
Meet Lisa
Lisa is a Certified Financial Planner™ professional and a Registered Investment Advisor, which means she is a fiduciary and will always put your best interests first.
She has completed coursework, passed the CFP® exam, provided more than 6,000 hours of financial planning services, and is always learning more.
On her journey, Lisa has worked with folks from a variety of backgrounds. She knows that we each have our own values and behaviors when it comes to money, and that’s okay.
“I believe we each have a role in building an inclusive and educated society.”
Lisa’s Journey
My passion for financial planning started when I moved to New York City after the Peace Corps to live with my then-girlfriend (now wife) with only $900 in my bank account and massive student loans. I had grown up with just my mom and we got by each month on very little. I got my first job at 16 and thought I had learned to budget and save for the things I wanted. Yet, here I was.
I took the best paying job I could find, which was working as an equity analyst at an investment bank. For three years, I learned a ton about market risk and communicating with smart people. I also became the friend who encouraged everyone to put money into that retirement fund at work and helped out at tax time.
I went to law school because I believe we each have a role in building an inclusive and educated society. There, I became well-versed in constitutional law and taxes. I also had the privilege of teaching civics at an alternative high school. This sparked something in me, and I have been teaching ever since.
In 2014, my wife and I moved to Southern California to be closer to family. I went from a five-minute bike commute to a long drive. Along the freeway, I learned that what I care most about is helping people find their power.