CFC 372: Unlocking the Secrets of Financial Planning with Lisa Crosta

Are you eager to unlock the secrets of financial planning and diversification? Well, buckle up because Lisa Crosta, a seasoned certified financial planner and CPA, is joining us to share her wealth of knowledge. With 15 years of industry expertise, Lisa unravels the complexities of financial goals and the crucial role meticulous planning plays in reaching them. In this episode, we talk about the power of diversification in investments and the significance of nurturing multiple streams of income. Plus, we have a candid discussion about the importance of a robust financial plan and the impact your mindset can make on financial success.

Connect with Lisa:
https://www.bppwealth.com/team/lisa-crosta
https://www.linkedin.com/in/lisa-crosta-cpa-cfp%C2%AE-mba-9b6b2434/

Connect with Jonny!

• Cattani Capital Group: https://cattanicapitalgroup.com/
• Invest with us: invest@cattanicapitalgroup.com
• LinkedIn: https://www.linkedin.com/in/jonathan-cattani-53159b179/
• Jonny’s Instagram: https://www.instagram.com/jonnycattani/
• TikTok: https://www.tiktok.com/@jonnycattani
• YouTube: https://www.youtube.com/channel/UCljEz4pq_paQ9keABhJzt0A