Episode 101: Guest Lisa Heath initially pursued a path in education, but began working with her father in the advice profession and today is a partner with Financial Partners of Louisiana while mentoring her daughter in the business of serving clients with financial planning – doing good for others and having the luckiest life
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Lisa Heath of Financial Partners of Louisiana grew up in the financial services industry, and received her degree in finance from Louisiana State University. She joined Cambridge in 2001 and was a 2012 Spirit of Cambridge honoree. In her workplace, Lisa finds motivation in making sure the people she works with have the opportunity to go where they want to in life and receive the kind of help from her they need and deserve. In her free time, Lisa loves doing and building things with her hands, including pottery, knitting, cooking, and gardening, as well as volunteering in her community. She also enjoys traveling and always strives to learn about new places and new things. https://www.myfpla.com/
Financial Partners of Louisiana is located in Lafayette, Louisiana, and specializes in retirement, investment, tax, business, life, and education planning, as well as insurance strategies and cash flow management. Combining the investment and accounting industries, Lisa and her team have created an independent firm that supports their clients during tough times. They set a strong foundation for each of their client’s personalized plans by identifying and emphasizing client goals, and provide each client with the technology to check their financial progress and set new goals as they grow.
Registered Representatives, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. FPL and Cambridge are not affiliated. Cambridge does not provide tax advice.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge Stronger – Hosted by Amy Webber