Fee-Only wealth manager located in New Providence, NJ
Lisa McKnight joined Lassus Wherley in December, 2006 as a Financial Planner. In 2016, Lisa was promoted to Senior Financial Planner. She is responsible for the development of financial plans for high net worth clients, conducting the financial planning committee, is a member of the investment committee, and coordinates special projects in the firm.
Her planning tasks involve gathering relevant financial information, setting life goals, examining current financial strategy and devising plans which will help clients accomplish their financial goals.
Her investment management role consists of devising and implementing an investment strategy and determining a balance between risk and return. She constructs an overall asset allocation and makes specific investment recommendations.
Lisa works closely with clients on all financial matters.
From January 1996 to September of 2004 Lisa held the position of Senior Credit Analyst in the Equipment Finance Group of Citigroup's CitiCapital Commercial Corporation in Edison New Jersey. In that capacity she analyzed and evaluated lease and loan applications ranging up to low 7 figures and held an approval level of authority to $750K.
She performed financial statement analysis annotated with commentary, conducted credit checks and collateral evaluations, and researched debtor/guarantor history, and industry trends across a diverse customer base.
From 1993 to 1996 Lisa was a Credit Manager with AT&T Credit Corporation in Parsippany, New Jersey. From 1988 to 1993 she was an Industry Analyst with Dun & Bradstreet in Murray Hill, NJ.
- 2016 Five Star Wealth Manager award winner
- Financial Planning Certificate Program, Fairleigh Dickinson University (2005)
- Master of Business Administration, with Honors, Fairleigh Dickinson University (1996)
- Bachelor of Science, Seton Hall University (1988)
- CERTIFIED FINANCIAL PLANNER™ Professional (2007)
- Investment Advisor Representative
- NAPFA-Registered Financial Advisor
- NAPFA (National Association of Personal Financial Advisors) New York Metro Study Group
- Financial Planning Association
- Financial Planning Association of New Jersey
Lisa McKnight is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
We are a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We assist individuals, couples, families, pension and profit sharing plans, trusts, estates, and charitable organizations in identifying their needs, desires and goals.
At Lassus Wherley, we take the time to learn what is important to you, and what are your needs and wants. We are a Fee-Only advisor meaning we don’t sell products or receive commissions or other third party compensation. Our clients know our advice and guidance will be objective and motivated only by what is in their best interests. We only provide financial advice after obtaining a complete understanding of your circumstances. We analyze your unique situation and strive to educate you so that you will understand your financial choices. Operating with these principles helps us to assist you in building a more secure future. In the process we give you the peace of mind that comes from knowing you are dealing with people who understand and care about you. You’ll feel right at home in our New Providence, NJ location or our office in Bonita Springs, FL or working with us over longer distances. We work with clients in many states.
Our firm, led by Diahann W. Lassus and Clare E. Wherley, includes professionals who come to us from varied backgrounds and represent many age groups. This diversity allows us to draw on different resources, and it brings unique perspectives we know you will appreciate. We utilize a client-tested approach, with each professional contributing in his or her area of expertise. This means you will have access to our entire team’s capabilities instead of just one professional. Together everyone is inspired by a work ethic and environment that focuses on you.
We know how important a secure financial future is to you, and we earn your trust by helping you make sound financial decisions.
Lassus Wherley is a nationally certified Women’s Business Enterprise by the Women’s Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Lisa McKnight is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Lisa McKnight is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
Lisa McKnight is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Lisa McKnight
1 Academy St
New Providence, NJ 07974