Meet Lisa Hayes
Founder of Creative Financial Planning Inc./CERTIFIED FINANCIAL PLANNER™
Phone: (845) 634-6050
Lisa Hayes founded Creative Financial Planning Inc. in 1985.
For Ms. Hayes, financial planning synthesized all that she wanted to achieve: to help people, make a difference in the world, and to work with numbers. Fast-forward 35+ years and Hayes still loves her calling.
As an Investment Adviser Representative of Commonwealth Financial Network’s RIA, the nation’s largest privately held RIA/independent broker dealer, Ms. Hayes manages over $158,000,000 in assets.
Ms. Hayes has been a CERTIFIED FINANCIAL PLANNER™ professional since 1986, obtaining her certification from Adelphi University and subsequently earning the title of Chartered Financial Consultant and Accredited Investment Fiduciary Designee. She holds a bachelor’s degree from University of Florida and attended Emory law school.
Ms. Hayes takes an active role in both her local and global community. She is an alumnus of Leadership Rockland and member of the New City Rotary club, in which she has been recognized seven times with the Paul Harris fellow award.
Lisa Hayes is proud to have been recognized as a Leaders Level advisor for 2021—a distinction based on annual production attained by just 6% of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
In her spare time, Ms. Hayes enjoys birding and travel.