Lisa Avenevoli is a seasoned financial professional and the Owner and Lead Advisor at ARK Financial Wellness, where she leverages her 25 years of experience to empower families and individuals to take control of their financial futures. As a CERTIFIED FINANCIAL PLANNER™ professional, Lisa specializes...
Lisa Avenevoli is a seasoned financial professional and the Owner and Lead Advisor at ARK Financial Wellness, where she leverages her 25 years of experience to empower families and individuals to take control of their financial futures. As a CERTIFIED FINANCIAL PLANNER™ professional, Lisa specializes in comprehensive financial planning, investment management, and retirement planning, ensuring her clients can navigate the complexities of wealth management with confidence. Her expertise extends to 401(k) retirement savings plans, Individual Retirement Accounts (IRAs), and 401(k) rollovers, allowing her to provide tailored strategies that align with her clients’ unique values and life goals.
At ARK Financial Wellness, Lisa is dedicated to demystifying financial concepts for busy families who often feel overwhelmed by the demands of daily life. She understands that many individuals lack the time and energy to conduct thorough investment research or review their financial options, which is why she prioritizes personalized, values-driven advice. Lisa’s approach is not just about numbers; it’s about fostering a relationship built on trust and understanding, enabling her clients to focus on what truly matters—spending quality time with loved ones and pursuing their passions.
Key projects at ARK Financial Wellness include developing educational workshops and resources aimed at enhancing financial literacy within the community. By empowering her clients with knowledge and actionable insights, Lisa strives to create a supportive environment where families can thrive financially. Her commitment to helping others achieve their dreams through sound financial planning is what sets her apart in the industry, making her a trusted partner for those looking to build a secure financial future.
