Lisa DePorzio, financial advisor with Kades-Margolis, has been dedicated to helping individuals plan for and enjoy financially secure futures since 1996. With nearly three decades of experience in the financial industry, Lisa brings a wealth of knowledge and expertise to her clients, guiding them towards their financial goals with personalized portfolio strategies.

Clients of Lisa benefit not only from her ability to build a holistic financial blueprint but also from her commitment to understanding their unique circumstances, goals, and aspirations. Lisa believes in the power of forming personal connections with her clients, taking the time to listen to their backgrounds, dreams, and concerns. It’s this personal touch that allows her to craft customized plans that adapt to life’s changes and serve her clients and their families for generations to come.

Born and raised in the New Castle area, Lisa is a proud graduate of Duquesne University. She has earned several industry licenses, including Series 6, 63, 65, and Life licenses, and additionally her CRES designation, demonstrating her dedication to professionalism and expertise in her field.

Outside of her work as a financial advisor, Lisa enjoys exploring new cultures through global travel and enjoying the great outdoors. You can find her shredding the slopes on a snowboard, teeing off on the golf course, and hiking, typically in one of her favorite destinations for outdoor adventures, the scenic Laurel Highlands. Lisa resides in the Pittsburgh area with her husband, Jeff Reeping, and their two West Highland Terriers, Maisie and Angus.