Lisa NagelLisa Nagel, CFP®Private Wealth Planner
About Lisa
Lisa Nagel is a CERTIFIED FINANCIAL PLANNER® professional who serves as the Private Wealth Planner for J.P. Morgan Private Client’s Florida market.
With 35 years of financial experience, Lisa has a vibrant history of advising, teaching and coaching affluent clients how to live the life they’ve imagined today, while planning for tomorrow and beyond. As a Private Wealth Planner, her goal is to help clients think deeply about the many facets of life, suggesting strategies and partners to help them pursue their vision.
Lisa began her career at Wells Fargo in Minneapolis, MN. She taught financial planning concepts across the country, developing a strong foundation in taxation, estate planning, retirement concepts, Social Security planning and risk management as well as investment theory and practice.
Lisa has given back to the profession by teaching Personal Financial Planning at St. Kate’s University in Minneapolis, MN and insurance basics and specialty courses at Kaplan University. She served as a financial planner for 25 years, most recently as a Market Director for J.P. Morgan, where she led a team of advisors in Sarasota, FL. Lisa holds a bachelor’s degree from Augsburg College and a master’s degree in Financial Planning from the College for Financial Planning in Denver, CO.
Lisa lives in Palm Beach County with her dog, Ferdinand. She enjoys fishing, scuba diving, snorkeling, horseback riding and astronomy in her free time.
CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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