Lisa Farrier
CFP®
Nest Egg Financial Advisors
Managing Member, Financial Advisor
Lisa Farrier
CFP®
Nest Egg Financial Advisors
Managing Member, Financial Advisor
Holistic tax and retirement planning. 18 years financial planning experience. Best suited to help those who are planning on retiring within 20 years with investable assets starting at $750k and increasing as near retirement. - Lisa Farrier, CFP®
Fee-Only financial and tax planner located in Incline Village, NV, serving clients locally and across the country
Lisa Farrier is an Incline Village, NV fee-only financial planner with 18 years financial planning experience, 9 of the years with a CPA. Nest Egg Financial Advisors specializes in long-term tax planning integrated with comprehensive financial planning and holistic portfolio management. This effective combination helps people, optimally starting in the 45-65 age range, to save considerable taxes, increase after-fee returns, and simplify their financial lives .... especially through the retirement transition. As a fee-only, fiduciary, and independent financial advisor, Lisa Farrier is never paid a commission of any kind, and has an ethical obligation to provide unbiased and trustworthy financial advice.
Lisa Farrier graduated Magna Cum Laude, majoring in Finance, at the University of Colorado. She earned her CERTIFIED FINANCIAL PLANNER™ certification in 2010 and has over 18 years of experience in financial planning, 9 of these years working with a CPA. Lisa is skilled and experienced, and she will be with you for many years to come.
She is one of the few fee-only women financial advisors who holds a CFP® designation in the state of Nevada.
On the personal side, Lisa truly cares about other people and was drawn to this profession as it allows her to create long-term relationships and help others. She enjoys listening to clients’ individual needs and then figuring out how she can best help them. She has always had a knack for numbers and a passion to continually learn. Financial planning combines her love of working with people with her love of numbers.
Lisa lives on the north shore of Lake Tahoe with her husband and two young daughters (three, if you count their dog). She enjoys spending time in the beautiful outdoors with her family, hiking, swimming, and skiing.
Lisa Farrier is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Nest Egg Financial Advisors: We build long-term relationships by taking a holistic approach to financial planning and specialize in tax-saving strategies.
Comprehensive services include: Retirement Plan (ongoing), Tax Plan (ongoing), Social Security Planning, Insurance Monitoring, Medicare Planning, Education Funding, Estate Plan Monitoring, Charitable Planning, Vetted Independent Referrals, Ongoing Consultiation.
We are fee-only and, as fiduciaries, we have taken an oath to put our clients' interests first. We help clients realize their financial goals and provide for a fulfilling retirement.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- TAX Planning -- strategic, lifetime
- Retirement Income Planning
- Comprehensive Portfolio Management
- Holistic Financial Planning
- Independent Referral Platform
- Charitable Planning
Ideal Clients
- 45-65 Optimum Age to Start Tax Savings
- Desire to Simplify Financial Life
- Changes in Life Circumstances, such as:
- Preparing for Retirement
- Moving from CA to NV
- Inheritance Income
Working Together
- Intentionally Small Size -- Highly Customized Service
- No Product Sales
- In-Office or Virtual Meetings
- Clearly Defined Fees
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Lisa Farrier is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Lisa Farrier is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Nest Egg Financial Advisors is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
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Lisa Farrier is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Lisa Farrier
Office Locations:
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547 Cole Circle
Incline Village, NV 89451
