Member Spotlight: Lisa Crosta

Explore Crescent Harbor Private Wealth

Contact Me: l.crosta@crescentharborpw.com

Instagram: crescentharborpw

I am originally from New Jersey. I attended college in Vermont and then lived in Colorado, Washington D.C & NYC, before moving back to NJ when my youngest daughter was 2 years old. After working for a few years after college, I went to graduate school and studied to be a CPA. I wanted to find a way to work with individuals rather than corporations and this path made sense.

I spent 8 years at Ernest & Young and worked in taxes and financial planning. I then took some time off to raise my 3 children before returning to financial planning in 2014. At that point, I also became a Certified Financial Planner™ Professional. I have recently started at a new firm, Crescent Harbor Private Wealth. We are dedicated to a culture of CARE and are committed to easing stress, protecting wealth, and empowering dreams.

As a financial planner and wealth advisor, I like to begin all client relationships with a financial plan, which is really a roadmap for success. Everyone has different dreams and goals, so each financial plan is unique to each client and it helps to clarify where you want to go and how to get there. In our complicated world, we are often saving and striving for multiple goals at once, such as retirement, children's college education, aging parents' care, and maybe even starting a business. Trying to do all this or even just some of it, without a clear roadmap, can be daunting. We can help you organize, understand, and get clarity on how to achieve all that you have dreamed.

I learned about the Co-Co from a friend and immediately just loved the community of professional women. We all come from different backgrounds and experiences and the collaboration of so many intelligent women is inspiring. I look to the women at the Co-Co to see how they are interacting with clients, growing businesses and marketing to customers. And, from the more social side - I love the book club and try to never miss a coffee hour!