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Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®

Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®

Financial Advisor

  • Stow, OH
  • The Bible
  • Jesus Christ, my family, and Francis Chan
  • “The place God calls you to is the place where your deep gladness and the world’s deep hunger meet.” Frederick Buechner
  • Integrity, generosity, and courage

Financial Advisors

Lisa is a wealth management advisor based in Uniontown, OH.

Lisa joined CAPTRUST from Cornerstone Capital Advisors in 2019. She serves as a financial advisor responsible for providing comprehensive wealth management to successful families and those nearing retirement. She enjoys the challenge of arranging the different pieces of each client’s financial puzzle into a cohesive image. Her expertise includes integrating and optimizing the complex world of investing, tax strategies, and retirement planning. Lisa has a passion for helping her clients with creative and tax-saving charitable solutions.

Prior to joining the firm, Lisa was a lead advisor for Cornerstone Capital Advisors. She has been a certified public accountant for more than 15 years and is also a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, Retirement Income Certified Professional®, and a Certified Kingdom Advisor®.

She earned a Bachelor of Business Administration degree from the University of Tulsa where she enjoyed being a member of the Omicron Delta Kappa Leadership Honor Society and the Chi Omega Sorority, where she served as chapter treasurer.

Outside of work, she enjoys spending time with family and friends, golfing, hiking, traveling, and gardening. Lisa is actively involved in her community and serves on the Generous Life Leadership Committee at her church.

Education

  • Bachelor of Science degree in business administration and accounting from the University of Tulsa

Industry Designations

  • Accredited Investment Fiduciary®
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Kingdom Advisor®
  • Certified Public Accountant
  • Retirement Income Certified Professional

Industry Involvement

  • Founder and President, Ascend Financial, LLC.
  • RetireMentor at MarketWatch
  • Series I Savings Bonds: Investing for Safety and Inflation Protection, 2013
  • Estate Planning Checklist: Prepare Your Affairs for Your Heirs, 2013
  • How Much Money Do I Need to Retire? Taking the Mystery Out of Knowing Your Number, 2013
  • “Have a Plan When Tailoring Retirement Draws to Your Income,” MarketWatch, 2016
  • “6 Reasons to Consider a Roth IRA,” MarketWatch, 2015
  • “When Firing Your Financial Adviser is Best for Your Retirement,” MarketWatch, 2015
  • “Self-denial Cripples Diets and Retirement,” MarketWatch, 2014
  • “Is Your Adviser Working in Your Best Interests?” MarketWatch, 2014
  • “Should I Buy an Annuity?” Yahoo Finance, 2014
  • “Keep Retirement on Track Regardless of Market Direction,” MarketWatch, 2014
  • “5 Common Tax Mistakes That Can Diminish Your Retirement Nest Egg,” Yahoo Finance, 2014
  • “6 Money Mistakes to Avoid in Retirement,” MarketWatch, 2014

Memberships

  • Chapter Treasurer, Chi Omega Sorority
  • Member, Omicron Delta Kappa Leadership Honor Society

News & Resources

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