Updated:
MONEYBYLISA LLC
MoneyByLisa LLC is an investment adviser domiciled in the District of Columbia. Lisa Whitley, an Accredited Financial Counselor (AFC®) and Chartered...
Overview
MoneyByLisa LLC is an investment adviser domiciled in the District of Columbia. Lisa Whitley, an Accredited Financial Counselor (AFC®) and Chartered Retirement Planning Counselor (CRPC®), offers one-on-one counseling on personal finance matters including spending and saving, retirement and financial independence, debt management, higher education costs, and major life transitions. Guidance is based on mindfulness, flexibility, and simplicity.
General information
Firm type
RIA
Year founded
2019
Location
City
Washington, DC
Principals
Lisa Whitley
Accredited Financial Counselor (AFC®) and Chartered Retirement Planning Counselor (CRPC®)
Frequently asked questions
Where does MONEYBYLISA LLC operate?
No geographic footprint or office location is publicly documented. The firm's registration status or domicile is not confirmed.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research MONEYBYLISA LLC in Altss
Explore available research and relationship coverage for this adviser in Altss.