Professional Designations & Affiliations
Lisa Liu, CPA, CFP®, CPWA® Advisor
Lisa is a dedicated financial advisor with years of experience helping clients to optimize their financial futures. She graduated from Beijing University with BA in International Economics and Rutgers University Business School with MBA. Chicago Booth CPWA certificate program.
She previously worked at Merrill Lynch, Deloitte & Touche, and SS&C Technologies, specializing in retirement account management, financial industry audits, and hedge fund investment and tax management. She began working full-time in personal financial services in 2016.
In order to better serve clients of different wealth levels, she has continuously pursued further education, striving to provide the most professional services to her clients.
With experience in both China and the U.S., she is fluent in Chinese and English and has a deep understanding of both financial systems. She helps Asians in the U.S. and those looking to invest in the U.S. receive informed and effective advice.
Outside of work, Lisa enjoys traveling with her family, doing Pilates, singing, and playing pickleball.
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My objective as your financial advisor is to inspire and guide you toward pursuing the life of your dreams. I will help you explore your highest aspirations and imagine the life you may have never thought possible before. And together, we’ll create your personal “Financial Strategies” plan.
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