CONNECT

Address:

1350 E. Spruce Avenue
Fresno, CA 93720

Phone:

(559) 650-2637

Fax/Other:

(866) 866-6589

Lisa A. Hennesay, RICP®, AIF®

Lisa A. Hennesay, RICP®, AIF®

Financial Advisor / Partner

Lisa is a Registered Representative and  Investment Adviser Representative with Principal Securities, Inc.  She has more than 25 years experience working with business owners and individuals helping them protect and create wealth through the means of employer-sponsored qualified and non-qualified retirement plans, succession planning and estate planning.      

Lisa holds the following financial services and retirement industry professional designations:

  • RICP® - Retirement Income Certified Professional, from The American College in Bryn Mawr, Pennsylvania
  • AIF®  - Accredited Investment Fiduciary, from fi360 in Bridgeville, Pennsylvania

Lisa holds the following FINRA securities registrations:

  • Series 6 - Investment Company Products/Variable Contracts Limited Representative
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination

Being active in the community is very important to Lisa.   She has served on numerous boards and committees during her career and actively participates in community service activities with the Clovis Elks Lodge. The Elks support special needs children, veterans and scholarships.  Professionally, Lisa is a member of the National Association of Insurance and Financial Advisors (NAIFA) and National Association of Pension Advisors (NAPA).

Lisa and her husband, Lance, have five children and one grandson.  In their free time, they can be found in the bleachers of a baseball stadium cheering on one of their boys or watching an MLB game.  They also enjoy traveling and exploring new places.

 

AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework.  The AIF Designation does not mean the holder is acting in a fiduciary capacity.

Phone 559-650-2643
Fax 866-866-6589
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck