LisAnne Beard

Lead Planner

LisAnne is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER professional with 20 years of experience in the financial services industry. Prior to joining Facet, LisAnne worked with several investment firms focusing on wealth management and financial planning for high net worth clients. She is passionate about providing education and awareness through the financial planning process and seeing clients reach their goals.

Education: Bentley College (BS)

"At the end of the day, people won’t remember what you said or did. They will remember how you made them feel.” - Maya Angelou

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Get to know LisAnne

Enjoying Paris with my husband.

Our dogs Aggie and Bentley.

Mountain biking in Keystone, CO.

Taking in Oktoberfest in Munich.

What's the last book you read?

Talking to Strangers by Malcolm Gladwell

What are you currently watching on Netflix?

My Next Guest Needs No Introduction with David Letterman

What's your favorite movie?

Office Space

If you could visit anywhere in the world you've never been, where would you go?

I’d visit Fiji