Description

As CFO of Facet Wealth, Lisa Rapuano is an advisor focused on bringing holistic financial planning and investment management to the mass affluent market. They provide full planning through a dedicated CFP (TM) Professional to their clients at a low annual subscription price. Prior to Facet, Lisa spent 25 years managing money – first at Legg Mason for Bill Miller and then in her own hedge funds.

What You Will Learn:

• How Lisa Rapuano got her start in the investment management field
• What Facet Wealth does
• How Facet partners with other RIAs to improve client experiences
• The two major types of deals that Facet Wealth facilitates
• The benefits of avoiding traditional structures of deals
• Different ways that Facet Wealth works with advisors considering M&A activity on their own
• The evolution of wealth and investment management industries

How to connect with Lisa Rapuano:

• Website: www.facetwealth.com
• Twitter: @lisarapuano
• LinkedIn: https://www.linkedin.com/in/lisa-rapuano