Lisa Oberdick

Lisa Oberdick Wealth Advisor CPA, CFP®

Lisa Oberdick is a Wealth Advisor with Stonegate Wealth Management. Lisa started working with Tom Geraghty as a junior at Kean University in New Jersey and in 2021 celebrated her 34th tax season.

Lisa is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional. In her dual role, Lisa manages money for individuals, families and corporations in the following ways:

  • Work with tax returns and analyze financial information
  • Oversee budget and financial management
  • Participate in strategic planning

Need a Consultation?

Financial planning is an important part of our service. We prepare plans for nearly all our clients since the process help us understand your long-term goals and dreams.