Lisa B. Dreher,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa B. Dreher, CFP®

CPA,

Dreher Advisory Services, PLLC

565 Marriott Dr, Ste 810
Nashville, TN 37214-5095
FINANCIAL ADVISOR'S WEBSITE
(615) 369-5141

General

Lisa Dreher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Dreher Advisory Services, PLLC in Nashville, TN and the surrounding communities.

Financial Advisor Overview

Provide fee-based comprehensive financial planning and investment advisory services to individuals and small businesses.

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Financial Advisor Experience

Providing business, tax, financial and investment advisory services in Nashville for over 35 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Securities and Registered Investment Advisory Services offered through Silver Oak Securities, Inc. Member FINRA / SIPC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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Helpful Financial Planning Resources