“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 20 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.
Lisa and her team take a very personal approach to each client engagement, by listening to understand financial objectives and the lifestyle needs and goals that are important to clients. Through this process Lisa and the team develop tailored strategies that reflect individual needs and help clients remain on track to specific goals, assisted by clear and frequent communication.
One of Lisa’s specialties is 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 has frequently delivered 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.
Lisa currently sits as the President of the Board of Directors for the Lenape Valley Foundation and is the recipient of numerous industry awards and honors:
FORBES 1 - BEST IN STATE WEALTH ADVISORS 2018, 2019, 2020
FORBES 2 - TOP WOMEN WEALTH ADVISORS 2017, 2018, 2019, 2020
FINANCIAL TIMES 3 - TOP 400 WEALTH ADVISORS 2020
1 Forbes – The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
2 The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
3 2020 FT 400 Disclosure: The Financial Times Top 400 Financial Advisors is an independent listing produced by the Financial Times (March, 2020). The FT 400 is based on data gathered from firms and verified by broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility as identified by the FT. Neither the brokerages nor the advisors pay a fee to The Financial Times in exchange for inclusion in the FT 400.
Email Lisa at firstname.lastname@example.org.