Lisa Whitley

Owner at MoneyByLisa
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Lisa Whitley is an Accredited Financial Counselor (AFC®) and Chartered Retirement Planning Counselor (CRPC®). After an 18-year career as a Foreign Service Officer with the United States Agency for International Development (USAID), Lisa switched gears and became a personal finance coach and planner in 2019. She has counseled hundreds of persons on topics such as budgeting, debt, retirement, housing, paying for education and more. She has established her own firm, MoneyByLisa, a Registered Investment Advisor domiciled in the District of Columbia.

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