Lise Robinson, CFP<sup>&reg;</sup> - Financial Advisor

Lise Robinson, CFP®

CDFA®

Managing Partner, Senior Wealth Advisor

TrinityPoint Wealth

612 Wheelers Farms Rd
Milford, CT 06461
FINANCIAL ADVISOR'S WEBSITE
(203) 693-8525 CONNECT WITH Lise
  • linkedin link

General

Lise Robinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TrinityPoint Wealth in Milford, CT and the surrounding communities.

Financial Advisor Overview

Lise Robinson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at TrinityPoint Wealth in Milford, CT and the surrounding communities.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFDA

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA
FINRA BrokerCheck

Financial Advisor's Specialties

Arbitration & Mediation, Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Banking, Asset Allocation, Cross-border Planning, Career Change, Bankruptcy, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Corporate Finance, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Identity Theft, Irregular Income, Insurance, Job Loss, Minority Financing, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Tangible Assets, Succession Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources