Lisa Drake is a Managing Director, Retirement Plan Consulting based in SageView’s Florida office, working closely with plan sponsor clients on plan design, investment due diligence, monitoring and reporting as well as ERISA compliance to maximize fiduciary protection for employers. She specializes in driving positive retirement plan outcomes and developing long-standing client relationships.
Lisa has worked in institutional financial services for over 15 years, beginning her career at Charles Schwab. She worked as a financial advisor at Ameriprise Financial Services and later transitioned to a relationship manager role with CBIZ before moving on to FiduciaryFirst.
She was named among NAPA’s (National Association of Plan Advisors) Top Women Advisors in 2016-2018*
Lisa earned her Bachelor of Science in International Business and World Trade from the University of Buffalo and her MBA with a specialization in Human Resource Management from the University of Phoenix. She is an Accredited Investment Fiduciary (AIF®) and has earned her Certified Plan Fiduciary Advisor (CPFA) credential from the National Association of Plan Advisors. Lisa also holds the Certified Health Savings Adviser (CHSA) certification, helping provide a holistic consultative approach to employee benefits and retirement planning.
*Applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners, then vetted by a blue-ribbon panel of senior advisor industry experts & a broker-check review. Must be a NAPA member.
Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.