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

Lisa Cremonini, CFP®

Financial Planner

Capitol Financial Advisors

One Hollis St, Ste 301
Wellesley, MA 02482
(781) 237-5205 x124


Lisa Cremonini is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capitol Financial Advisors in Wellesley, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Insurance, Retirement, Stocks & Bonds, Long-term Care


Helpful Financial Planning Resources