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EP 84 Holiday Hangover | Financial Peace: In Conversation with Lisa Crosta, CFP®, CPA, MBA

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Manage episode 451300129 series 3275095
Conteúdo fornecido por Maureen Kritzer-Lange MSW, LCSW, Maureen Kritzer-Lange MSW, and LCSW. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Maureen Kritzer-Lange MSW, LCSW, Maureen Kritzer-Lange MSW, and LCSW ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

EP 84 Holiday Hangover | Financial Peace: In Conversation with Lisa Crosta, CFP®, CPA, MBA

The holiday season can bring a mix of joy and stress—whether it's the anxiety around food, body image, and social gatherings or the pressure of financial responsibilities like budgeting for gifts, travel, and celebrations. In this insightful episode of My Secret Life with an Eating Disorder, Maureen Kritzer-Lange, MSW, LCSW, is joined by Lisa Crosta Senior Wealth Advisor and Director of Financial Planning at Crescent Harbor Private Wealth, to uncover the surprising parallels between managing eating disorders and financial stress during the holidays.

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Lisa is a Senior Wealth Advisor and Director of Financial Planning at Crescent Harbor Private Wealth.

Lisa uses her financial planning expertise to help her clients find clarity and comfort in their financial decisions. Lisa’s energy, unbridled determination and communication give her clients the confidence they need to succeed and empowers them to make great financial decisions.

Lisa is a Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA). She began her career at Ernst & Young, and then after taking some time to raise her three children, she returned to the financial industry where she has been for the past 10 years, focusing on comprehensive and individualized financial planning.

Lisa received her Bachelor of Science from the University of Vermont and her MBA from Rutgers University. She is an active member of the Financial Planning Association of NJ and in her free time she enjoys cooking, skiing, and spending time at the gym.

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Please join the "Don't Trust The Mirror MOVEMENT at http://www.donttrustthemirror.com

Maureen’s life mission is to help women be all that they can be – by improving self esteem,help them find their voice and find freedom from shame, guilt and negativity.

“I change women’s lives by empowering them to trust THEMSELVES not the mirror.”

  continue reading

85 episódios

Artwork
iconCompartilhar
 
Manage episode 451300129 series 3275095
Conteúdo fornecido por Maureen Kritzer-Lange MSW, LCSW, Maureen Kritzer-Lange MSW, and LCSW. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Maureen Kritzer-Lange MSW, LCSW, Maureen Kritzer-Lange MSW, and LCSW ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

EP 84 Holiday Hangover | Financial Peace: In Conversation with Lisa Crosta, CFP®, CPA, MBA

The holiday season can bring a mix of joy and stress—whether it's the anxiety around food, body image, and social gatherings or the pressure of financial responsibilities like budgeting for gifts, travel, and celebrations. In this insightful episode of My Secret Life with an Eating Disorder, Maureen Kritzer-Lange, MSW, LCSW, is joined by Lisa Crosta Senior Wealth Advisor and Director of Financial Planning at Crescent Harbor Private Wealth, to uncover the surprising parallels between managing eating disorders and financial stress during the holidays.

----------

Lisa is a Senior Wealth Advisor and Director of Financial Planning at Crescent Harbor Private Wealth.

Lisa uses her financial planning expertise to help her clients find clarity and comfort in their financial decisions. Lisa’s energy, unbridled determination and communication give her clients the confidence they need to succeed and empowers them to make great financial decisions.

Lisa is a Certified Financial Planner Professional (CFP®) as well as a Certified Public Accountant (CPA). She began her career at Ernst & Young, and then after taking some time to raise her three children, she returned to the financial industry where she has been for the past 10 years, focusing on comprehensive and individualized financial planning.

Lisa received her Bachelor of Science from the University of Vermont and her MBA from Rutgers University. She is an active member of the Financial Planning Association of NJ and in her free time she enjoys cooking, skiing, and spending time at the gym.

----------

Please join the "Don't Trust The Mirror MOVEMENT at http://www.donttrustthemirror.com

Maureen’s life mission is to help women be all that they can be – by improving self esteem,help them find their voice and find freedom from shame, guilt and negativity.

“I change women’s lives by empowering them to trust THEMSELVES not the mirror.”

  continue reading

85 episódios

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