Lisa Crosta

Lisa Crosta

Director of Wealth Management @ BPP Wealth Solutions, LLC | CFP®,CPA, MBA
Madison, New Jersey, United States

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Work Experience

BPP Wealth Solutions, LLC

Director of Wealth Management

2020-10-01 - Present

Financial Planning Association (FPA)

FPA of NJ, Board of Director

2018-01-01 - 2023-12-01

MassMutual

Director of Financial Planning, VP of Sales

2020-02-01 - 2020-10-01

Hennion & Walsh

Vice President of Financial Planning

2014-12-01 - 2020-02-01

Heels to Laces

Co-Founder

2013-09-01 - 2015-06-01

Skills

generational wealth planning retirement planning insurance planning estate planning tax planning education planning income planning

Languages

English