Lisa Oberdick Wealth Advisor CPA, CFP® (Florida)
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
Out of State Office, Florida