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

Lisa Graham, CFP®

Advisor, AVP


1700 Westlake Ave N, STE 325
Seattle, WA, WA 98109
(206) 729-1700 CONNECT WITH Lisa
  • linkedin link


Lisa Graham is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthspire in Seattle, WA, WA and the surrounding communities.

Financial Advisor Overview

Lisa joined the Seattle Wealthspire team as an Assistant Vice President and Advisor in 2022. Since her start in the industry in 2016, Lisa has helped hundreds of individuals and families pursue their financial goals and long-term aspirations. She is committed to meeting her clients where they are and helping them create a strong plan for the decades ahead. With the heart of a coach, she monitors client progress, celebrates their wins, and collaborates to course-correct when needed. As a Certified Financial Planner™ professional, she customizes comprehensive financial plans that encompass the four components of wealth management: building, managing, protecting, and transitioning wealth. This enables her clients to develop a plan based on their priorities, no matter where they are on their financial journey. Originally from Bigfork, MT, Lisa studied business and music at the University of Puget Sound in Tacoma, WA. Although she no longer sings opera professionally, she is a Seattle Opera season subscriber and spends much of her free time attending live theater performances. She is also a passionate supporter of the Seattle Humane Society, where she adopted her beloved cat, Scarlett. Previous Experience Financial Advisor, Morgan Stanley Financial Advisor, Wells Fargo Advisors Investment & Fiduciary Services Associate, Wells Fargo Private Bank Trust & Estate Department Education & Credentials BA, University of Puget Sound, Music & Business Certified Financial Planner™ (CFP®) Series 7 and 66 licenses WA State Annuity, Life, and Disability Insurance licenses


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications


Insurance Licenses

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

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Job Loss, Retirement, Life Planning, Long-term Care, Succession Planning, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances


Helpful Financial Planning Resources