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Lisa Chacon, CFP®

lchacon@cddwealth.com
T: 352.327.9826

Education

San Diego State University (BA)
Certified Financial Planner™, CFP® (20% of planners hold this certification)
Successfully demonstrated at least three years’ of acceptable experience in financial planning, completed 6 graduate school level courses, and passed a rigorous ten-hour exam certification exam (63% pass rate).

Areas of Expertise

  • Financial Planning (Retirement, Cash Flow, Estate, Tax, Insurance, Social Security, etc.)

Professional Activities

Mrs. Chacon serves on the Board of Trustees for The Pace School for Girls, is an advisor to the Gainesville Community Foundation, and a regular instructor on financial education at Santa Fe College.