Lisa DePorzio, CRES
New Castle, PA
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.
Wealth Accumulation
One of the most gratifying parts of working with clients is establishing savings and investing strategies to help them build and accumulate wealth over the long term. Whether saving for retirement or any other specific goal, wealth accumulation is the first step to financial independence. I work with clients to review their current investment allocation and savings rates to ensure they align properly with their goals.
Insurance Planning
Establishing a proper risk management strategy is critical as clients accumulate wealth. What would the result of a catastrophic illness, injury, or even death be on a client’s retirement plan? Having the proper insurance in place is essential to ensure your retirement plan doesn’t get derailed. I review and update my clients’ insurance plans as needed.
Retirement Income Planning
Once a client has established wealth over their life, there comes a time when they may transition from a growth mode to an income mode. What’s the proper way to disburse one’s assets to recreate a paycheck in retirement? Proper income planning in retirement is critical to avoid running out of money prematurely. I create personalized income plans with my clients to help provide the needed income to enjoy retirement.
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