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Lisa C.
Financial Planner Helping Clients Achieve Clarity and Confidence Through Comprehensive, Holistic Planning
Lisa Chabert is a financial planner with over 25 years of experience in business and not-for-profit sectors. She holds a Bachelor of Science in Finance from John Cook School of Business at Saint Louis University and has also studied in Madrid, Spain. Lisa assists clients by providing guidance on retirement income planning, investment management, estate planning, and business succession. She collaborates with clients and other advisors to develop wealth-creating strategies that help them attain their financial goals with confidence. Lisa has worked at Arthur Andersen, Accenture, and IBM in the past. She is also a significant contributor to various non-profit organizations as a community board member and leader.
Highlights
Aug 6 · morningstar.com
The Civic Council of Greater Kansas City Elects Lisa Krigsten as Chair
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Location
Vancouver, Washington, United States
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Jack C. Vaughn III
Manager, Finance Business Partner at Deloitte
Chad Gordon
Owner, The Gordon Professional Group
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National Technical Support Consultant at a.b.e. Saint-gobain
Mutual Connections
See who you know in common with Lisa