Lisa Pavin has over twenty years of experience practicing comprehensive financial planning. She coaches individuals and business owners in identifying their goals and objectives. With expertise in asset allocation, retirement planning, business perpetuation, and estate planning, Lisa designs financial plans that provide effective solutions. Her passion to educate and nurture establishes trust and confidence in her clients.
Before joining Snyder Insurance and Financial Services, Lisa practiced with an independent financial services firm for 15 years. After graduating Cum Laude from the University of Notre Dame with a B.A. in Economics and Spanish, she started her career in the insurance industry.
Lisa is a member of the Financial Services Institute (FSI) and is an Investment Advisor Representative.* She is licensed in all lines of insurance and holds the Certified Financial PlannerTM, Chartered Financial ConsultantTM, and Chartered Life Underwriter designations.
Before joining Snyder Insurance and Financial Services, Lisa practiced with an independent financial services firm for 15 years. After graduating Cum Laude from the University of Notre Dame with a B.A. in Economics and Spanish, she started her career in the insurance industry.
Lisa is a member of the Financial Services Institute (FSI) and is an Investment Advisor Representative.* She is licensed in all lines of insurance and holds the Certified Financial PlannerTM, Chartered Financial ConsultantTM, and Chartered Life Underwriter designations.
*Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser and Snyder insurance and Financial Services and Woodbury Financial Services, Inc. are not affiliated entities.
