Lisa  Casciaro,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa Casciaro, CFP®

CPA,

12 timber rd
montville, NJ 07045
(201) 410-1486

General

Lisa Casciaro is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in montville, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Corporate Finance, Investment Management, Employee Benefits, Mutual Funds, Job Loss, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Nontraditional Households, Personal Taxes, Women's Finances

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