“I place great emphasis on listening to understand what is most important to you from both a financial and lifestyle perspective.”
As a founding partner at Penn Wealth Planning, LLC and Professional Financial Consultant, Lisa Bodine is dedicated to providing the insight and specialized knowledge her clients require in navigating the complexities of their wealth. For more than 16 years, Lisa has served the needs of affluent clients seeking a comprehensive and disciplined approach to managing their finances by developing customized strategies designed with the goal to effectively balance income, growth and risk.
By taking a very personal approach to each client engagement, listening to understand financial objectives and the lifestyle needs and goals that are important to her clients. This allows her to develop tailored strategies that reflect individual values and help keeps clients remain on track to specific goals, assisted by clear and frequent communication.
Lisa specializes in executive long-term compensation planning for corporate executives with a focus on strategies for managing Restricted Stock and Stock Options. She works with many current and former executives of pharmaceutical companies and frequently delivers lectures and seminars at Johnson & Johnson.
Lisa is supported by an experienced team of professionals within the firm who are adept at addressing all aspects of a client’s wealth management needs, including investment, insurance, tax, estate and retirement planning.
Prior to co-founding Penn Wealth Planning, Lisa was a financial advisor with Wachovia Securities, an associate financial planner with IFG Network Securities and an instructor of Finance at Penn State University. She earned her bachelor’s degree in marketing at St. Joseph’s University and her MBA in Finance from Temple University.
Lisa is the recipient of numerous industry awards and honors:
- FORBES – TOP 200 WOMEN WEALTH ADVISORS 20171 Read more in Yahoo Finance
Ranked #91 in Forbes’ Ranking of America’s Top Women Wealth Advisors
- Barron’s “Top 100 Women Financial Advisors” annual conference invitee for four consecutive years2
- Named among “Philadelphia Five Star Managers” by Philadelphia Magazine, 2012-20163
- Named among “Philadelphia Wealth Managers” by Philadelphia Magazine, 20114
- Named among “Top Scoring Wealth Managers” by Philadelphia Magazine, 20104
- Named among “Best Personal Wealth Managers” Philadelphia Magazine, 20094
1Forbes – Advisors are selected for the Forbes Top Wealth Advisors list based on insights from SHOOK Research™, which compiles quantitative and qualitative data to rank the list of nominees. Advisors are evaluated among a variety of criteria, including their industry experience, their assets under management, and revenue generated.
2Ranked Chairman’s Council 2013 by LPL Financial based on standards set by LPL Financial.
3Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2016 Five Star Wealth Managers
4 Wealth manager award candidates are identified through firm nominations, peer nomination and industry qualifications, and then evaluated on 10 objective eligibility and evaluation criteria. Wealth managers do not pay a fee to be considered or awarded. The award is not indicative of the wealth manager’s future investment performance.
Email Mrs. Bodine at email@example.com.