Meet Lisa Odoski
Partner – TFG Wealth, LLC
Lisa Odoski, FPQP (Financial Paraplanner Qualified Professional), is a Vice President and Partner with TFG Wealth Management who represents financial services in a dynamic way. A true supporter of financial protection for women and an inspiration for women leadership in business, Lisa brings over 20 years of experience to the table.
She is a licensed professional who has augmented her expertise by becoming a certified Registered ParaplannerSM through the College for Financial Planning®. In such a rapidly changing and competitive industry, Lisa finds the energy, passion and creativity to stay ahead. Her goal is to build and retain trust with clients by following two core values: Independence and Integrity.
Lisa sets the standards high in customer service and is an advocate for women’s financial planning needs. She is dedicated to helping women protect and preserve their lifestyle by developing life plans that promote physical, emotional and financial well-being. She has created programs and events like Lunch and Learns with professional travel agents, Wine Tastings with guest speakers from around the country, and client appreciation dinners with the President of the firm. Lisa started with TFG Wealth Management as a licensed life and health insurance professional and quickly determined that there was a need for a Partner who would have the ability to focus attention on women and their preferences.
Recently, Lisa has decided to pursue writing professional articles. With her clients’ support, she shares her personal experiences from a woman’s perspective. She also shares experiences at financial services conferences which prove the need for her women’s program in the business world. Lisa was identified by #FemalesAndFinance as a leader to feature as encouragement to the business world.
“My mission is to empower women to enjoy their journey of life to and through retirement. I believe so strongly that a woman’s voice and woman’s perspective is such an important and necessary part of the process. Financial empowerment is attainable at any age.”
– Lisa Odoski