Lisa DePorzio

New Castle, PA


Lisa joined the Kades-Margolis Corporation in 1996. She specializes in retirement plans, including 403(b), 457(b), and 401(k) plans, and focuses on personal financial strategies and the state pension system. Lisa also provides various insurance planning strategies, including life insurance and long-term care insurance.

With more than 20 years in the financial services industry, Lisa has a broad background in investment and planning strategies and services. She develops a financial blueprint for each client that matches his or her lifestyle, financial objectives, and needs. Most importantly, Lisa ensures the client is comfortable with the strategy, which is critical to long-term financial success.

Lisa graduated from Duquesne University in Pittsburgh, Pennsylvania with a Bachelor of Science in Business and Administration. She is a Financial Advisor of GWN Securities, Inc., an independent registered broker-dealer. She is separately licensed to offer life and health insurance, including long-term care insurance.

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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 a client accumulates wealth. What would the result of a catastrophic illness, injury, or even death be on a client’s financial plan? Having the proper insurance in place is essential to ensure your financial 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 provide the needed income to enjoy retirement.

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