Lisa La Plante, Financial Paraplanner Qualified Professional™
Operations Manager for John Gigliello, CFP®, AIF®, MBA, EA
Lisa joined Albany Financial Group in March 2012 as Administrative Assistant to John Gigliello. In November 2014, she earned the designation of Financial Paraplanner Qualified Professional™ from the College for Financial Planning.
Lisa assists clients with their service needs, including processing paperwork and preparing periodic reviews of their accounts, as well as maintaining client communications through the website and social media.
Lisa is a Magna Cum Laude graduate of Syracuse University, where she earned a Bachelor's degree in magazine journalism and political science. She previously worked as a journalist before taking time off from her career to raise her daughters. During that time, Lisa worked part-time in real estate and served on the volunteer board of the local MOMS Club, organizing member activities as well as community service projects.
Lisa lives in East Greenbush, New York, with her husband, John, and daughters, Lillian and Danielle. She enjoys running, cooking and reading.