Lisa Fulco
Financial Advisor
CFP®, ChFC®, CPWA®, LUTCF®
Lisa Fulco, CFP®, ChFC®, CPWA®, LUTCF® is a Financial Advisor with Allworth's Bel Air, Maryland office. Prior to her joining the firm, Lisa most recently was Vice President and Financial Planning Director serving Morgan Stanley’s Wealth Management offices in the Baltimore area. There, Lisa was responsible for helping Financial Advisors’ clients and prospects with their financial planning needs.
Lisa's work history spans a more than 25-year career in the financial services industry, during which time she has held roles in various aspects of the industry, including banking, insurance, investment management and retirement plan consulting firms. Lisa’s scope of experience lends to her delivering guidance and expertise including serving high net worth clients on a variety of areas of financial planning concerns. Lisa holds a Bachelor of Science in Economics and a Master of Science in Human Resource Development, both from Towson University. As a FINRA registered representative, she holds Series 7, 63, and 65 licenses while maintaining Life, Health, Property and Casualty and Variable Annuity licenses from numerous states throughout the country.
My passion for money and finances started as a young child when my mother taught me about the importance of saving and investing. I've continued to share those same valuable lessons by guiding my clients on a path to reaching their goals through disciplined strategies, education and holistic financial planning.
Latest Insights
When Paper Gains Create Real Tax Liabilities: Navigating Phantom Income
‘Invisible’ income but tangible consequences. Here’s how high-net-worth investors and high-earners can get ahead of phantom income.
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From Severance to Strategy: Wealth Moves for Executives After a Layoff
When a leadership role ends, it can be a powerful reset point for your financial future. Here’s how high earners can turn a forced layoff into …
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When Timing Goes Wrong: What HNW Investors Need to Know About Sequence of Returns Risk
Even well-constructed wealth plans can be vulnerable to market timing. Here’s how high-net-worth investors can better insulate their retirement from …
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