Lisa Judy, CPA, CFP®, Relationship Manager joined Plante Moran Financial Advisors in 2002 after six years with Arthur Andersen specializing in the taxation of individuals and their businesses. She provides comprehensive investment consulting, retirement planning, estate planning, and income tax planning services to high net worth individuals.
Lisa received her bachelor of science in business administration, accounting, from Bowling Green State University. Her professional affiliations include the American Institute of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the Toledo Estate Planning Council, and the Financial Planning Association.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
