Lisa Casciaro, CPA, CFP®
Lisa Casciaro, CPA, CFP® is a Senior Associate at Sterling Financial Planning, Inc. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant with licenses in New York and New Jersey and holds a National Association of Securities Dealers Series 65 license.
Lisa develops customized financial plans to meet the specific needs and goals of individuals, families and foundations. She utilizes her expertise in executive compensation and knowledge of taxation to provide comprehensive planning and portfolio management solutions to clients. Lisa works closely with clients throughout each stage of their financial lives.
Lisa has been in the financial services industry for more than 20 years. Prior to joining Sterling, she was a director at a Big 4 accounting and consulting firm advising both domestic and international Global 500 companies. She specialized in the areas of stock compensation and leasing. Lisa also held a similar position as a director in the capital markets group advising clients on mergers & acquisitions, private equity and securitization transactions. Lisa frequently lectured across the US and abroad and has authored numerous internal and external publications.
Lisa is an active member of the Financial Planning Association (FPA). She currently serves on the Executive Board and as President of the FPA’s New Jersey chapter and previously served on its Education and Professional Development committee for several years. Lisa is a member of the American Institute of Certified Public Accountants and its Personal Financial Planning section as well as a member of the New Jersey Society of CPAs.
Lisa is a graduate of Saint John’s University and earned a bachelor’s of science degree in accounting, summa cum laude.