Lisa Rosenberg brings a unique blend of expertise, passion, and dedication to her role as a Kingsview Wealth Manager. With a background deeply rooted in mathematics and academia, Lisa’s journey into wealth management is a direct result of her innate curiosity, commitment to education, and a profound understanding of the value of long-term planning.
Education & Professional Background:
After obtaining a Bachelor’s and Master’s in Mathematics from Binghamton University, Lisa served as a Mathematics and Statistics Senior Lecturer at Elon University for nineteen years. This departmental leadership role allowed her to share her knowledge and provide student advising services while influencing academic leadership and curriculum development.
Transitioning into the financial industry in July 2022, Lisa now applies these academic and analytical skills to her new role as a Wealth Manager. Her deep understanding of mathematics and statistics translates to an approach that combines high attention to detail with a commitment to crafting customized client solutions. She takes pride in demystifying complex investment concepts and empowering clients to make informed financial decisions.
Client-Centric Approach:
Drawing on her experiences as an end-of-life caretaker for her grandparents and parents, Lisa understands the importance of comprehensive, long-term investment planning that encompasses estate and protection considerations.
“Numbers are the language of possibility, but understanding someone’s personal stories and motivations is key in helping them plan for the future they envision. Strong and lasting relationships with my clients are so important to our work together.”
Personal Insights:
Beyond her professional endeavors, Lisa is a devoted wife to Greer and a loving mother to four children. She finds joy in spending time with her identical twin sister, exploring the scenic trails of Greensboro with her beloved dogs, indulging in her passion for weightlifting at the gym, or immersing herself in a good book. A skilled crocheter and DIY enthusiast, Lisa approaches every challenge with a can-do attitude, embracing the values of integrity, honesty, and resilience in all aspects of her life.