Lisa Dapolito


Core capabilities:

•    Wealth Management & Advisory
•    Advanced Financial Planning
•    Corporate Finance Counseling
•    Insurance and Retirement Solutions
•    Income Tax and Estate Planning

Part of the financial industry since 1987.

Languages: English.

Phone 518-429-9151

“Personal financial planning is an individual process. Everyone is different. We can adjust our level of time and service together to get what you need when you need it. I am passionate about helping people to figure out their goals and to assist them with the necessary steps to take in order to reach those goals.
Whether you have a quick financial question or want to establish a longer term relationship, please let me know.”

As a very experienced financial professional with over 28 years of experience in the financial services industry, Lisa oversee’s our financial services activites in the State of New York. The last 18 years she was with one of the Nation’s leading providers of financial counseling for executives, employees and entrepreneurs. In addition to working with individuals, Lisa assists small businesses with initiatives to improve performance, grow revenue and increase service level excellence. Lisa, based in Albany, is a General Securities Registered Representative, holding NASD Series 7 & 63 licenses. She also holds a New York State Life, Accident and Health Insurance Agent’s License. Lisa holds a Master of Business Administration too.