Carissa Lucreziano, CFP

Carissa is a Vice President, Financial Planning & Advice and leads a team of experts committed to helping clients create financial plans that reflect their unique priorities and move them closer to achieving their goals. The team specializes in intergenerational wealth transfer, charitable giving, tax, estate, retirement and business transition planning.

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Financial Planning

Different Approach to Planning Can Build Relationships with Women

Why the industry needs more female advisors.

Featuring Carissa Lucreziano, CFP | March 7, 2023

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8 min 23 sec | Related Article

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Financial Planning

How to Help Clients Cope with Inflation

Advisors can help clients build confidence.

Featuring Carissa Lucreziano, CFP | January 9, 2023

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3 min 24 sec | Related Article

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Financial Planning

Strategies for Clients Struggling with Inflation

Advisors can help clients with debt and long-term goals.

Featuring Carissa Lucreziano, CFP | December 6, 2022

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6 min 37 sec | Related Article

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Financial Planning

How Advisors Can Empower Female Clients

A different approach to communication and planning can strengthen relationships.

Featuring Carissa Lucreziano, CFP | March 7, 2022

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4 min 53 sec | Related Article

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Financial Planning

How Advisors Can Support Women’s Growing Share of Wealth

Women may rely more on facts than their guts when making investment decisions.

Featuring Carissa Lucreziano, CFP | December 14, 2021

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4 min 29 sec | Related Article

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Financial Planning

How Advisors Can Help Build Clients’ Confidence

Investors may require more holistic and thoughtful advice than ever before.

Featuring Carissa Lucreziano, CFP | November 24, 2021

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5 min 53 sec | Related Article

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Financial Planning

How Advisors Can Help Women Overcome Pandemic Challenges

Financial fallout has affected women most

Featuring Carissa Lucreziano, CFP | March 5, 2021

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6 min 42 sec | Related Article

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