Lisa Pavin

 

 

 

 

 

 

Lisa Pavin is a founding partner of Bridge to Retirement, Inc. bringing over 25 years of experience in 
comprehensive financial planning which includes investments, retirement planning, insurance and estate planning.  
Along with operations, Lisa handles business development aspects of the firm.  Lisa creates smart money strategies 
that can help individuals and business owners achieve the goals and futures that they desire.  Her years of experience 
with family business planning enhance her understanding of the special challenges that small business owners face. 

Lisa holds a Bachelor of Arts degree in Economics from the University of Notre Dame.  She has the Certified Financial 
Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.  

She holds Series 6, 7, 22, 63, 65 registrations and is also licensed in Life, Health and Long Term Care Insurance.  
Member of Financial Services Institute (FSI).