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

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Different Approach to Planning Can Build Relationships with Women

Why the industry needs more female advisors.

By Carissa Lucreziano, CFP |March 7, 2023

6 min read

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Financial Planning

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How to Help Clients Cope with Inflation

Advisors can help clients build confidence.

By Carissa Lucreziano, CFP |January 9, 2023

3 min read

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Financial Planning

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Strategies for Clients Struggling with Inflation

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

By Carissa Lucreziano, CFP |December 6, 2022

5 min read

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Financial Planning

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How Advisors Can Empower Female Clients

A different approach to communication and planning can strengthen relationships.

By Carissa Lucreziano, CFP |March 7, 2022

3 min read

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Financial Planning

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How Advisors Can Support Women’s Growing Share of Wealth

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

By Carissa Lucreziano, CFP |December 14, 2021

3 min read

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Financial Planning

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How Advisors Can Help Build Clients’ Confidence

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

By Carissa Lucreziano, CFP |November 24, 2021

4 min read

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Financial Planning

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How Advisors Can Help Women Overcome Pandemic Challenges

Financial fallout has affected women most

By Carissa Lucreziano, CFP |March 5, 2021

5 min read

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