We are WellFit.
Hello. We’re Greg and Lisa Lane – a husband and wife team committed to our clients’ financial health and well-being.
Greg Lane – CPA, CFP®, RIA, CHRS®
Greg is a Certified Public Accountant, Certified Financial Planner™ professional, Registered Investment Adviser and Certified Health Care Reform Specialist.
He earned his Master’s Degree in Accountancy (with a Taxation emphasis) from Arizona State University.
Greg’s role at WellFit Financial includes analysis, financial planning, asset management and investment planning, tax strategies, insurance and education planning, financial education including live webcasting, second opinions, brokerage and professional network relationships.
His other qualifications include Professionally Qualified faculty status from the Association to Advance Collegiate Schools of Business, previous host and moderator of the Surgent Professional Education’s live financial planning webcasts for CPAs and financial planner nationwide, Advannced Communicator designation from Toastmasters International.
Greg was a Community Education Program volunteer for AARP’s Medicare, Social Security, Affordable Care Act and Identity Theft programs in Arizona.
Connect with Greg on LinkedIn
Lisa Lane – RDN, CCWS®
Financial Planner, Registered Dietitian Nutritionist as designated by the Academy of Nutrition and Dietetics and also a Certified Corporate Wellness Specialist.
She has completed the Financial Planner Professional Education Program through the College for Financial Planning (Denver, Colorado).
With Greg’s oversight, Lisa’s role at WellFit Financial includes preparation of required forms and other documents for our clients’ accounts and transactions, assisting clients with accessing and using websites to review their accounts, producing reports, evaluating mutual funds and Exchange Traded Funds for possible inclusion in clients’ portfolios, executing buys and sells for clients’ accounts, involvement in and contributions to client contact as well as other services.
Like Greg, Lisa was a Community Education Program volunteer for AARP’s Medicare, Social Security, Affordable Care Act and Identity Theft programs in Arizona.
Connect with Lisa on LinkedIn