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Lisa St. Claire

Certified Financial Planner, Women’s Financial Education
Specialty: Introduction to Investing

Lisa’s mission is to bring clarity, simplicity and wholeness to women’s financial lives. She has over 25 years of experience in wealth management, with a focus on issues affecting high net-worth women.   

The daughter of American diplomats, Lisa has lived in Africa, Asia, the Caribbean and Europe. Her father died when Lisa was four, and her mother died in London when she was 22, thrusting her suddenly into a world of managing real estate and investments that she was not prepared for.  

In the process of learning how to navigate thorny legal and financial issues herself, Lisa decided to devote her career to helping others manage their financial lives with the aim of improving their level of competence and comfort in relationship to money.

Lisa, a mother of four, also spends time engaged with the broader community in leadership roles and as a volunteer. She currently serves as Vice President of the Board of Directors at St. Anthony Foundation and is a mentor to a Rwandan woman studying on a full-scholarship.

Her education includes a Bachelor’s degree from Georgetown University and the Certified Financial Planner© designation.