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Lisa M. Paczkowski, CFP®, JD

Partner

Boca Raton

Client Advisory

Biography

Lisa is a Partner and a Wealth Advisor in the Boca Raton, FL office. Her experience includes investments, tax, estate planning, employee benefits, insurance and philanthropy.

Prior to joining Cerity Partners, Lisa worked for 8 years as a First Vice President at UBS Financial Services based in West Palm Beach, Florida. Prior to UBS, she was a Vice President at Ayco, a Goldman Sachs Company, for 21 years providing a holistic approach to wealth management and customized financial plans to high-net-worth and ultra-high-net-worth individuals and families.

Learn more about my practice.

Education

  • B.A Political Science, Syracuse University 1992
  • Juris Doctor, Albany Law School 1996

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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