Lisa-Garris

Lisa Garris, CFP®

  • Financial Advisor

Lisa Garris is a Financial Advisor with Marietta Wealth Management, LLC, an independent, fee-only financial advisory firm. Ms. Garris is engaged in the development of comprehensive financial plans and the construction of investment portfolios for individual clients and families.

Ms. Garris has more than six years of experience in money management and financial planning. Her role has expanded to include tax planning, and she is currently pursuing the Enrolled Agent designation. Prior to joining Marietta Wealth, she worked for another Atlanta based fee-only advisory firm where she provided operational support and financial planning services to clients.

Lisa received her Bachelor of Arts in Economics from Smith College. She also completed the University of Georgia’s Executive Program for Financial Planning Certification and is a CERTIFIED FINANCIAL PLANNER™ professional.

Lisa resides in the East Cobb area with her husband and two children. In her free time, Lisa enjoys gardening, hiking and spending time at the beach with family and friends.

For additional information on my professional designation qualifications see my Form ADV Part 2B.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.