Lisa Benchaabane

Office Location

350 Linden Oaks
1st Floor
Rochester, NY 14625

Phone: (585) 244-3000
Toll free: (877) 857-3030
Fax: (585) 244-8249

Lisa Benchaabane


Director, Financial Planning


About Financial Advisor Lisa Benchaabane

Lisa Benchaabane has been selected as a SmartVestor Pro because of her commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • Joined Financial Engines in 2009. Began her career in the financial services industry in 2000.
  • Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA.
  • Earned the CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s).
  • Bachelor's degree in History from Ithaca College. She is married with two children. Lisa enjoys soccer, reading, and spending time with family.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Contact Lisa
  • Ask a Question
  • Request an Appointment

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