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Our financial advice team


Lisa Albrecht, Financial Advisor serving the Reston, VA area - Ameriprise Advisors

Lisa Albrecht

CFP®, CRPC

Financial Advisor

Momentum Financial Team
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BA Bachelor of Arts, Economics & Psychology, University of Virginia, Charlottesville, VA- 2002

Community participation

  • Team FeXY
  • Reston Runners

Interests

  • Koa, our daughter, was born in August 2012. She's keeping us busy these days by learning how to walk. She also enjoys quality time in the middle of the night.
  • I am an endurance sport junky. I have completed in a 50 mile ultramarathon, numerous marathons and three Ironman triathlons. Most notably I qualfied for and participated in the 2011 Ironman World Championships in Hawaii on October 8, 2011.
  • This year, I am training for the 2013 half ironman distance World Championships in Las Vegas in September, the Marine Corps marathon in October and the JFK-50 mile run in November.
  • I enjoy spending time with our rescue mutt, Roo.