Lisa Hay, financial advisor Uniontown OH

Lisa Hay

CRD Number: 6277358
Current Firm: Captrust
Compensation Model: Fee Only

Lisa Hay CFP®, CPA, is a Lead Advisor with Cornerstone Capital Advisors, an independent, fee-only Financial Planning and Investment Advisory Firm. 

Lisa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, and agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first.

Lisa helps bring clarity to the complex world of investing, taxes, estate planning, retirement and other life and career transitions.  By taking a holistic approach to wealth management, Lisa coordinates all of the different pieces of your financial puzzle – delivering the confidence and peace of mind that comes from having a plan in place.

Lisa is a problem solver.  Utilizing her years of experience as a CPA, she provides integrated tax-savvy solutions for her clients' wealth management needs in areas such as retirement withdrawal strategies, Social Security planning, and charitable giving. Nearly every aspect of financial planning and investing has tax implications, yet most wealth management firms do not have the expertise to integrate the many crucial considerations. 

Lisa truly cares about her clients – not just their money, but their well-being and fulfillment in life.  Limiting the number of people she works with allows Lisa to give each client the attention and care they deserve.  She is committed to taking the time to listen carefully to understand what is really important to you: aligning your financial goals and decisions to help you achieve your most cherished life and legacy goals. 


In addition to her passion for making a difference in client’s lives through her professional endeavors, Lisa is actively involved in community and church affairs. She and her husband serve as Marriage Mentors to engaged and newly married couples, and Lisa serves on the leadership team of the Generous Life Ministry at her church. 

As a passionate advocate of consumer financial education, Lisa has authored numerous books on financial topics related to personal financial management and retirement planning.

 


 

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Professional Designations
Company Name Location Dates Years
Capfinancial Partners, LLC Raleigh, NC May 2019 - Current 4
Cornerstone Capital Advisors Uniontown, OH Jan 2014 - May 2019 5
Ascend Financial LLC Stow, OH Feb 2012 - Jan 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2012
Contact Info for Lisa G. Hay
By the Numbers
  • Total Assets Under Management
    714,588
    MILLIONS
  • Total Number of Accounts
    76,254
    ACCOUNTS
  • Average Account Value
    $9,371,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Firm Disclaimer:

Lisa Hay is an employee of Cornerstone Capital Advisors, an SEC Registered Investment Advisor.  Any views or opinions expressed here are that of her own and not necessarily those of Cornerstone, its owners, or employees.


Read more: Lisa Hay CFP, CPA | Investopedia http://www.investopedia.com/advisor-network/advisors/54131/lisa-hay-cfp-cpa/#ixzz4AMGhwqi8
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