Lisa's Story

S. Lisa Hayes
CFP®, ChFC, AIF®

S. 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 30+ years and Hayes still loves her calling. 

As a registered representative of Commonwealth Financial Network, the nation's largest privately held independent broker dealer, Ms. Hayes manages over $150,000,000 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 board member of the Center for Safety Change. Internationally, Ms. Hayes is active in New City Rotary and is twice a Paul Harris fellow.

Lisa Hayes is proud to have been recognized as a Leaders Level advisor for 2019—a distinction based on annual production attained by just 7 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer 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.

Our Partner: Commonwealth Financial Network

Your relationship with Creative Financial Planning includes access to the expertise and technology of Commonwealth Financial Network®, a leading independent broker/dealer-RIA. Since 1979, Commonwealth has been setting the standard for excellence among broker/dealers, partnering with a highly selective network of financial advisors across the country.

 

Our partnership with Commonwealth allows us to provide you with:

  • A wide array of investment choices

  • In-depth research to choose the best investment options for your financial goals

  • Cutting-edge financial technology to ensure expedience, accessibility, and security

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Contact Us

Creative Financial Planning, Inc. 
(845) 634-6050 
101 South Broadway 
South Nyack, NY 10960 
(Rockland County, New York)

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This communication strictly intended for individuals residing in the states of AL, CA, CT, DC, DE, FL, GA, IN, MA, ME, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA, WI.   No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, Member FINRA /SIPC , a Registered Investment Adviser. Fixed insurance products and services offered by Creative Financial Planning or CES Insurance Agency.

© 2018 CREATIVE FINANCIAL PLANNING.  ALL RIGHTS RESERVED. PRIVACY POLICY.  SITE BY AWAKEN STUDIO.

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